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Groesbeck Investment Management’s McKesson MCK Stock Holding History

Groesbeck 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 		$382K Buy
505
+150
+42% +$119K 0.61% 43
2026
Q1 		$307K Buy
355
+7
+2% +$6.25K 0.6% 43
2025
Q4 		$285K Buy
+348
New +$284K 0.54% 42
2025
Q3 		– Sell
-600
Closed -$440K – 61
2025
Q2 		$440K Hold
600
– – 0.77% 38
2025
Q1 		$404K Hold
600
– – 0.57% 55
2024
Q4 		$342K Hold
600
– – 0.44% 66
2024
Q3 		$297K Hold
600
– – 0.44% 60
2024
Q2 		$350K Hold
600
– – 0.48% 58
2024
Q1 		$322K Hold
600
– – 0.34% 82
2023
Q4 		$278K Hold
600
– – 0.38% 67
2023
Q3 		$261K Hold
600
– – 0.4% 72
2023
Q2 		$256K Hold
600
– – 0.39% 70
2023
Q1 		$214K Sell
600
-244
-29% -$88.1K 0.32% 82
2022
Q4 		$317K Sell
844
-791
-48% -$295K 0.53% 61
2022
Q3 		$533K Hold
1,635
– – 0.88% 42
2022
Q2 		$533K Sell
1,635
-269
-14% -$86.1K 0.88% 42
2022
Q1 		$583K Hold
1,904
– – 0.65% 58
2021
Q4 		$473K Hold
1,904
– – 0.6% 56
2021
Q3 		$380K Sell
1,904
-380
-17% -$76K 0.44% 83
2021
Q2 		$437K Buy
2,284
+295
+15% +$57K 0.56% 68
2021
Q1 		$388K Sell
1,989
-300
-13% -$54.8K 0.56% 63
2020
Q4 		$398K Buy
2,289
+18
+0.8% +$3K 0.65% 56
2020
Q3 		$338K Hold
2,271
– – 0.63% 60
2020
Q2 		$348K Sell
2,271
-464
-17% -$67K 0.69% 59
2020
Q1 		$370K Sell
2,735
-40
-1% -$5.86K 0.99% 45
2019
Q4 		$384K Sell
2,775
-335
-11% -$47.4K 0.28% 81
2019
Q3 		$425K Buy
3,110
+17
+0.5% +$2.41K 0.32% 78
2019
Q2 		$416K Sell
3,093
-17
-0.5% -$2.12K 0.34% 76
2019
Q1 		$364K Buy
3,110
+472
+18% +$58.3K 0.28% 77
2018
Q4 		$291K Sell
2,638
-660
-20% -$82.3K 0.25% 76
2018
Q3 		$437K Sell
3,298
-200
-6% -$26.1K 0.3% 73
2018
Q2 		$467K Buy
3,498
+36
+1% +$5.26K 0.33% 69
2018
Q1 		$488K Buy
3,462
+300
+9% +$46.7K 0.35% 65
2017
Q4 		$493K Sell
3,162
-489
-13% -$72.4K 0.35% 68
2017
Q3 		$561K Sell
3,651
-124
-3% -$19.4K 0.4% 59
2017
Q2 		$621K Sell
3,775
-724
-16% -$110K 0.46% 50
2017
Q1 		$667K Buy
4,499
+131
+3% +$19.2K 0.5% 50
2016
Q4 		$613K Sell
4,368
-963
-18% -$142K 0.48% 53
2016
Q3 		$889K Sell
5,331
-3,989
-43% -$744K 0.66% 36
2016
Q2 		$1.74M Buy
9,320
+1,643
+21% +$288K 1.27% 29
2016
Q1 		$1.21M Sell
7,677
-624
-8% -$101K 0.86% 43
2015
Q4 		$1.64M Buy
+8,301
New +$1.57M 1.04% 37

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
New York State Common Retirement Fund
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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Groesbeck Investment Management increased its McKesson (MCK) stake by 42% in Q2 2026, buying an estimated $119K and bringing the position to 505 shares worth $382K. The position accounts for 0.61% of the portfolio, ranked #43.

Groesbeck Investment Management first reported a position in MCK in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.74M in Q2 2016. 758 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Groesbeck Investment Management held 505 shares of McKesson worth $382K as of Q2 2026.
  • Groesbeck Investment Management bought 150 McKesson shares in Q2 2026, an estimated $119K.
  • McKesson made up 0.61% of Groesbeck Investment Management's portfolio in Q2 2026, its #43 holding.
  • Groesbeck Investment Management first reported a position in McKesson in Q4 2015 and has held it in 42 quarters since.
  • Groesbeck Investment Management's McKesson position peaked at $1.74M in Q2 2016.
  • 758 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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