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Greystone Financial Group’s McKesson MCK Stock Holding History

Greystone Financial Group’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 		$4.95M Sell
6,555
-197
-3% -$156K 1.38% 35
2026
Q1 		$5.84M Sell
6,752
-4,387
-39% -$3.92M 1.65% 28
2025
Q4 		$9.14M Sell
11,139
-297
-3% -$242K 1.43% 31
2025
Q3 		$8.83M Buy
11,436
+88
+0.8% +$62K 1.37% 29
2025
Q2 		$8.32M Sell
11,348
-5,085
-31% -$3.59M 1.37% 32
2025
Q1 		$11.1M Buy
16,433
+108
+0.7% +$66.8K 2.01% 18
2024
Q4 		$9.3M Buy
16,325
+2,516
+18% +$1.41M 1.62% 25
2024
Q3 		$6.83M Buy
13,809
+457
+3% +$254K 1.22% 33
2024
Q2 		$7.8M Sell
13,352
-391
-3% -$218K 1.53% 29
2024
Q1 		$7.38M Buy
13,743
+2,667
+24% +$1.35M 1.47% 30
2023
Q4 		$5.13M Buy
+11,076
New +$5.04M 1.19% 41

Other funds holding MCK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Greystone Financial Group's MCK Position: Q2 2026 in Review

Greystone Financial Group reduced its McKesson (MCK) stake by 2.9% in Q2 2026, selling an estimated $156K and leaving 6,555 shares worth $4.95M. The position accounts for 1.38% of the portfolio, ranked #35.

Greystone Financial Group first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q1 2025. 886 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Greystone Financial Group held 6,555 shares of McKesson worth $4.95M as of Q2 2026.
  • Greystone Financial Group sold 197 McKesson shares in Q2 2026, an estimated $156K.
  • McKesson made up 1.38% of Greystone Financial Group's portfolio in Q2 2026, its #35 holding.
  • Greystone Financial Group first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Greystone Financial Group's McKesson position peaked at $11.1M in Q1 2025.
  • 886 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.