Insight Wealth Strategies’s McKesson MCK Stock Holding History

Insight Wealth Strategies’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	$287K	Sell	374 -5,351	-93%	-$4.24M	0.03%	159
2026 Q1	$4.95M	Sell	5,725 -26	-0.5%	-$23.2K	0.55%	61
2025 Q4	$4.72M	Sell	5,751 -424	-7%	-$346K	0.54%	58
2025 Q3	$4.77M	Buy	6,175 +314	+5%	+$221K	0.56%	59
2025 Q2	$4.27M	Sell	5,861 -2,044	-26%	-$1.44M	0.54%	60
2025 Q1	$5.32M	Sell	7,905 -515	-6%	-$318K	0.72%	32
2024 Q4	$4.8M	Buy	8,420 +831	+11%	+$465K	0.64%	37
2024 Q3	$3.75M	Buy	7,589 +341	+5%	+$190K	0.49%	57
2024 Q2	$4.23M	Buy	7,248 +3,201	+79%	+$1.78M	0.6%	39
2024 Q1	$2.17M	Buy	4,047 +130	+3%	+$66K	0.32%	78
2023 Q4	$1.81M	Buy	+3,917	New	+$1.78M	0.29%	81

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Insight Wealth Strategies's MCK Position: Q2 2026 in Review

Insight Wealth Strategies reduced its McKesson (MCK) stake by 93% in Q2 2026, selling an estimated $4.24M and leaving 374 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #159.

Insight Wealth Strategies first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.32M in Q1 2025. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Insight Wealth Strategies held 374 shares of McKesson worth $287K as of Q2 2026.
Insight Wealth Strategies sold 5,351 McKesson shares in Q2 2026, an estimated $4.24M.
McKesson made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #159 holding.
Insight Wealth Strategies first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Insight Wealth Strategies's McKesson position peaked at $5.32M in Q1 2025.
691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.