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Investment Advisory Services’s McKesson MCK Stock Holding History

Investment Advisory Services’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 		$1.5M Sell
1,990
-13
-0.6% -$10.3K 0.43% 51
2026
Q1 		$1.73M Sell
2,003
-1
-0% -$893 0.55% 47
2025
Q4 		$1.64M Hold
2,004
– – 0.51% 46
2025
Q3 		$1.55M Hold
2,004
– – 0.49% 46
2025
Q2 		$1.47M Hold
2,004
– – 0.49% 48
2025
Q1 		$1.35M Sell
2,004
-287
-13% -$177K 0.49% 47
2024
Q4 		$1.31M Sell
2,291
-23
-1% -$12.9K 0.46% 50
2024
Q3 		$1.14M Sell
2,314
-501
-18% -$279K 0.4% 51
2024
Q2 		$1.64M Sell
2,815
-1
-0% -$557 0.6% 38
2024
Q1 		$1.51M Sell
2,816
-398
-12% -$202K 0.55% 43
2023
Q4 		$1.49M Hold
3,214
– – 0.59% 45
2023
Q3 		$1.4M Hold
3,214
– – 0.6% 43
2023
Q2 		$1.37M Hold
3,214
– – 0.58% 46
2023
Q1 		$1.14M Buy
3,214
+9
+0.3% +$3.25K 0.56% 48
2022
Q4 		$1.2M Sell
3,205
-200
-6% -$74.6K 0.62% 42
2022
Q3 		$1.16M Hold
3,405
– – 0.69% 41
2022
Q2 		$1.11M Buy
3,405
+409
+14% +$131K 0.64% 45
2022
Q1 		$917K Hold
2,996
– – 0.51% 49
2021
Q4 		$745K Sell
2,996
-400
-12% -$87.8K 0.41% 56
2021
Q3 		$677K Sell
3,396
-56
-2% -$11.2K 0.41% 56
2021
Q2 		$660K Buy
+3,452
New +$667K 0.41% 57
2020
Q4 		$579K Hold
3,327
– – 0.41% 58
2020
Q3 		$495K Buy
3,327
+47
+1% +$7.14K 0.39% 59
2020
Q2 		$503K Sell
3,280
-75
-2% -$10.8K 0.43% 57
2020
Q1 		$454K Hold
3,355
– – 0.49% 50
2019
Q4 		$464K Buy
+3,355
New +$474K 0.42% 49

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

Investment Advisory Services's MCK Position: Q2 2026 in Review

Investment Advisory Services reduced its McKesson (MCK) stake by 0.65% in Q2 2026, selling an estimated $10.3K and leaving 1,990 shares worth $1.5M. The position accounts for 0.43% of the portfolio, ranked #51.

Investment Advisory Services first reported a position in MCK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.73M in Q1 2026. 564 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Investment Advisory Services held 1,990 shares of McKesson worth $1.5M as of Q2 2026.
  • Investment Advisory Services sold 13 McKesson shares in Q2 2026, an estimated $10.3K.
  • McKesson made up 0.43% of Investment Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Investment Advisory Services first reported a position in McKesson in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's McKesson position peaked at $1.73M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.