IAM Advisory’s McKesson MCK Stock Holding History

IAM Advisory’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	$2.7M	Sell	3,579 -49	-1%	-$38.8K	0.53%	29
2026 Q1	$3.14M	Sell	3,628 -85	-2%	-$75.9K	0.7%	23
2025 Q4	$3.05M	Sell	3,713 -195	-5%	-$159K	0.68%	22
2025 Q3	$3.02M	Buy	3,908 +13	+0.3%	+$9.15K	0.68%	21
2025 Q2	$2.85M	Sell	3,895 -43	-1%	-$30.3K	0.69%	20
2025 Q1	$2.65M	Sell	3,938 -92	-2%	-$56.9K	0.69%	21
2024 Q4	$2.3M	Buy	4,030 +47	+1%	+$26.3K	0.58%	27
2024 Q3	$1.97M	Buy	3,983 +27	+0.7%	+$15K	0.5%	36
2024 Q2	$2.31M	Buy	3,956 +21	+0.5%	+$11.7K	0.63%	27
2024 Q1	$2.11M	Buy	3,935 +61	+2%	+$31K	0.58%	28
2023 Q4	$1.79M	Buy	3,874 +68	+2%	+$30.9K	0.56%	28
2023 Q3	$1.66M	Buy	3,806 +86	+2%	+$36.2K	0.58%	25
2023 Q2	$1.59M	Buy	3,720 +188	+5%	+$72.3K	0.54%	30
2023 Q1	$1.26M	Buy	+3,532	New	+$1.28M	0.43%	38

Other funds holding MCK

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

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM