Gratus Wealth Advisors’s McKesson MCK Stock Holding History

Gratus Wealth Advisors’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	$2.63M	Sell	3,474 -2	-0.1%	-$1.59K	0.33%	30
2026 Q1	$3.01M	Hold	3,476	–	–	0.44%	26
2025 Q4	$2.85M	Sell	3,476 -87	-2%	-$71K	0.4%	28
2025 Q3	$2.75M	Hold	3,563	–	–	0.39%	27
2025 Q2	$2.61M	Sell	3,563 -53	-1%	-$37.4K	0.4%	27
2025 Q1	$2.43M	Sell	3,616 -553	-13%	-$342K	0.4%	27
2024 Q4	$2.38M	Sell	4,169 -1,098	-21%	-$615K	0.38%	28
2024 Q3	$2.55M	Buy	5,267 +255	+5%	+$142K	0.42%	30
2024 Q2	$2.91M	Sell	5,012 -359	-7%	-$200K	0.5%	28
2024 Q1	$2.79M	Sell	5,371 -83	-2%	-$42.1K	0.51%	27
2023 Q4	$2.53M	Buy	+5,454	New	+$2.48M	0.5%	30

Other funds holding MCK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Gratus Wealth Advisors's MCK Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its McKesson (MCK) stake by 0.06% in Q2 2026, selling an estimated $1.59K and leaving 3,474 shares worth $2.63M. The position accounts for 0.33% of the portfolio, ranked #30.

Gratus Wealth Advisors first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q1 2026. 801 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Gratus Wealth Advisors held 3,474 shares of McKesson worth $2.63M as of Q2 2026.
Gratus Wealth Advisors sold 2 McKesson shares in Q2 2026, an estimated $1.59K.
McKesson made up 0.33% of Gratus Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Gratus Wealth Advisors first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's McKesson position peaked at $3.01M in Q1 2026.
801 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.