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GoalVest Advisory’s McKesson MCK Stock Holding History

GoalVest Advisory’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.02K Buy
+4
New +$3.17K ﹤0.01% 420
2022
Q2 		– Sell
-2
Closed -$1K – 451
2022
Q1 		$1K Buy
+2
New +$544 ﹤0.01% 346

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's MCK Position: Q2 2026 in Review

GoalVest Advisory opened a new position in McKesson (MCK) in Q2 2026: 4 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MCK as recently as Q1 2022.

GoalVest Advisory first reported a position in MCK in Q1 2022 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • GoalVest Advisory held 4 shares of McKesson worth $3.02K as of Q2 2026.
  • McKesson was a new GoalVest Advisory position in Q2 2026.
  • McKesson made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #420 holding.
  • GoalVest Advisory first reported a position in McKesson in Q1 2022 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.