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Invested Advisors’s McKesson MCK Stock Holding History

Invested Advisors’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 		$302K Sell
400
-18
-4% -$14.3K 0.27% 104
2026
Q1 		$362K Sell
418
-6
-1% -$5.36K 0.37% 83
2025
Q4 		$348K Sell
424
-61
-13% -$49.8K 0.36% 84
2025
Q3 		$286K Buy
+485
New +$342K 0.42% 71

Other funds holding MCK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Invested Advisors's MCK Position: Q2 2026 in Review

Invested Advisors reduced its McKesson (MCK) stake by 4.3% in Q2 2026, selling an estimated $14.3K and leaving 400 shares worth $302K. The position accounts for 0.27% of the portfolio, ranked #104.

Invested Advisors first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $362K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Invested Advisors held 400 shares of McKesson worth $302K as of Q2 2026.
  • Invested Advisors sold 18 McKesson shares in Q2 2026, an estimated $14.3K.
  • McKesson made up 0.27% of Invested Advisors's portfolio in Q2 2026, its #104 holding.
  • Invested Advisors first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's McKesson position peaked at $362K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.