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Holos Integrated Wealth’s McKesson MCK Stock Holding History

Holos Integrated Wealth’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 		– Sell
-5
Closed -$4.28K – 403
2026
Q1 		$4.28K Buy
+5
New +$4.46K ﹤0.01% 308

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

Holos Integrated Wealth's MCK Position: Q2 2026 in Review

Holos Integrated Wealth sold out of McKesson (MCK) in Q2 2026, closing a stake of 5 shares — an estimated $4.28K sold.

Holos Integrated Wealth first reported a position in MCK in Q1 2026 and held it in 1 quarter. The position peaked at $4.28K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Holos Integrated Wealth reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 5 McKesson shares in Q2 2026, an estimated $4.28K.
  • Holos Integrated Wealth first reported a position in McKesson in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's McKesson position peaked at $4.28K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.