Graphene Investments SAS’s McKesson MCK Stock Holding History

Graphene Investments SAS’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	$3.48M	Buy	4,600 +1,000	+28%	+$793K	2.02%	20
2026 Q1	$3.12M	Sell	3,600 -700	-16%	-$625K	2.09%	18
2025 Q4	$3.53M	Hold	4,300	–	–	2.21%	11
2025 Q3	$3.32M	Hold	4,300	–	–	2.1%	14
2025 Q2	$3.15M	Hold	4,300	–	–	2.05%	18
2025 Q1	$2.89M	Sell	4,300 -900	-17%	-$556K	2.11%	18
2024 Q4	$2.96M	Sell	5,200 -1,400	-21%	-$784K	2.05%	24
2024 Q3	$3.26M	Buy	6,600 +500	+8%	+$278K	2.09%	14
2024 Q2	$3.56M	Buy	+6,100	New	+$3.4M	2.24%	6

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Graphene Investments SAS's MCK Position: Q2 2026 in Review

Graphene Investments SAS increased its McKesson (MCK) stake by 28% in Q2 2026, buying an estimated $793K and bringing the position to 4,600 shares worth $3.48M. The position accounts for 2.02% of the portfolio, ranked #20.

Graphene Investments SAS first reported a position in MCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q2 2024. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Graphene Investments SAS held 4,600 shares of McKesson worth $3.48M as of Q2 2026.
Graphene Investments SAS bought 1,000 McKesson shares in Q2 2026, an estimated $793K.
McKesson made up 2.02% of Graphene Investments SAS's portfolio in Q2 2026, its #20 holding.
Graphene Investments SAS first reported a position in McKesson in Q2 2024 and has held it in 9 quarters since.
Graphene Investments SAS's McKesson position peaked at $3.56M in Q2 2024.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Graphene Investments SAS's 13F filing for Q2 2026, filed 20 Jul 2026.