GIM
MCK icon

Goelzer Investment Management’s McKesson MCK Stock Holding History

Goelzer Investment Management’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 		$7.23M Sell
9,572
-539
-5% -$427K 0.32% 62
2026
Q1 		$8.75M Sell
10,111
-112
-1% -$100K 0.42% 45
2025
Q4 		$8.39M Sell
10,223
-502
-5% -$410K 0.39% 50
2025
Q3 		$8.29M Sell
10,725
-96
-0.9% -$67.6K 0.44% 48
2025
Q2 		$7.93M Sell
10,821
-228
-2% -$161K 0.43% 50
2025
Q1 		$7.44M Sell
11,049
-22
-0.2% -$13.6K 0.43% 51
2024
Q4 		$6.31M Sell
11,071
-288
-3% -$161K 0.37% 61
2024
Q3 		$5.62M Sell
11,359
-287
-2% -$160K 0.31% 80
2024
Q2 		$6.8M Sell
11,646
-70
-0.6% -$39K 0.38% 54
2024
Q1 		$6.29M Sell
11,716
-622
-5% -$316K 0.36% 67
2023
Q4 		$5.71M Buy
12,338
+681
+6% +$310K 0.37% 68
2023
Q3 		$5.07M Sell
11,657
-405
-3% -$171K 0.36% 65
2023
Q2 		$5.15M Sell
12,062
-2,599
-18% -$999K 0.44% 69
2023
Q1 		$5.22M Sell
14,661
-3,307
-18% -$1.19M 0.45% 63
2022
Q4 		$6.74M Buy
17,968
+2,965
+20% +$1.11M 0.58% 52
2022
Q3 		$5.1M Sell
15,003
-1,576
-10% -$547K 0.51% 62
2022
Q2 		$5.41M Sell
16,579
-694
-4% -$222K 0.52% 60
2022
Q1 		$5.29M Sell
17,273
-1,145
-6% -$311K 0.46% 66
2021
Q4 		$4.58M Sell
18,418
-988
-5% -$217K 0.37% 84
2021
Q3 		$3.87M Sell
19,406
-1,448
-7% -$289K 0.34% 93
2021
Q2 		$3.99M Sell
20,854
-493
-2% -$95.2K 0.33% 97
2021
Q1 		$4.16M Sell
21,347
-1,037
-5% -$189K 0.37% 89
2020
Q4 		$3.89M Sell
22,384
-674
-3% -$112K 0.36% 93
2020
Q3 		$3.43M Sell
23,058
-103
-0.4% -$15.6K 0.32% 97
2020
Q2 		$3.55M Sell
23,161
-431
-2% -$62.2K 0.34% 89
2020
Q1 		$3.19M Sell
23,592
-117
-0.5% -$17.1K 0.36% 85
2019
Q4 		$3.28M Sell
23,709
-8,252
-26% -$1.17M 0.28% 105
2019
Q3 		$4.37M Sell
31,961
-13
-0% -$1.84K 0.4% 80
2019
Q2 		$4.3M Sell
31,974
-789
-2% -$98.4K 0.4% 80
2019
Q1 		$3.83M Buy
32,763
+14,289
+77% +$1.76M 0.36% 91
2018
Q4 		$2.04M Buy
+18,474
New +$2.3M 0.26% 127
2018
Q1 		– Sell
-5,825
Closed -$908K – 207
2017
Q4 		$908K Sell
5,825
-2,275
-28% -$337K 0.1% 151
2017
Q3 		$1.24M Sell
8,100
-333
-4% -$52K 0.15% 139
2017
Q2 		$1.39M Sell
8,433
-1,271
-13% -$193K 0.17% 139
2017
Q1 		$1.44M Sell
9,704
-505
-5% -$74K 0.18% 138
2016
Q4 		$1.43M Sell
10,209
-4,094
-29% -$602K 0.19% 141
2016
Q3 		$2.38M Sell
14,303
-1,160
-8% -$216K 0.32% 123
2016
Q2 		$2.89M Sell
15,463
-1,344
-8% -$236K 0.4% 105
2016
Q1 		$2.64M Sell
16,807
-1,646
-9% -$266K 0.38% 112
2015
Q4 		$3.64M Buy
18,453
+939
+5% +$177K 0.53% 75
2015
Q3 		$3.24M Buy
17,514
+94
+0.5% +$19.9K 0.51% 80
2015
Q2 		$3.92M Sell
17,420
-593
-3% -$137K 0.59% 71
2015
Q1 		$4.08M Sell
18,013
-565
-3% -$125K 0.62% 73
2014
Q4 		$3.86M Buy
18,578
+227
+1% +$46.1K 0.58% 77
2014
Q3 		$3.57M Buy
18,351
+12
+0.1% +$2.31K 0.59% 77
2014
Q2 		$3.42M Buy
18,339
+350
+2% +$62.3K 0.57% 86
2014
Q1 		$3.18M Buy
17,989
+8,789
+96% +$1.54M 0.57% 85
2013
Q4 		$1.49M Buy
9,200
+4,500
+96% +$691K 0.27% 126
2013
Q3 		$603K Buy
+4,700
New +$577K 0.12% 146

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Goelzer Investment Management's MCK Position: Q2 2026 in Review

Goelzer Investment Management reduced its McKesson (MCK) stake by 5.3% in Q2 2026, selling an estimated $427K and leaving 9,572 shares worth $7.23M. The position accounts for 0.32% of the portfolio, ranked #62.

Goelzer Investment Management first reported a position in MCK in Q3 2013 and has held it in 49 quarters since. The position peaked at $8.75M in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Goelzer Investment Management held 9,572 shares of McKesson worth $7.23M as of Q2 2026.
  • Goelzer Investment Management sold 539 McKesson shares in Q2 2026, an estimated $427K.
  • McKesson made up 0.32% of Goelzer Investment Management's portfolio in Q2 2026, its #62 holding.
  • Goelzer Investment Management first reported a position in McKesson in Q3 2013 and has held it in 49 quarters since.
  • Goelzer Investment Management's McKesson position peaked at $8.75M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.