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Investment House LLC’s McKesson MCK Stock Holding History

Investment House LLC’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 		$264K Hold
350
– – 0.01% 210
2026
Q1 		$303K Hold
350
– – 0.02% 190
2025
Q4 		$287K Sell
350
-120
-26% -$97.9K 0.01% 188
2025
Q3 		$363K Sell
470
-10
-2% -$7.04K 0.02% 193
2025
Q2 		$352K Hold
480
– – 0.02% 189
2025
Q1 		$323K Buy
+480
New +$297K 0.02% 193
2023
Q2 		– Sell
-1,350
Closed -$481K – 195
2023
Q1 		$481K Hold
1,350
– – 0.04% 148
2022
Q4 		$506K Hold
1,350
– – 0.05% 133
2022
Q3 		$459K Hold
1,350
– – 0.04% 139
2022
Q2 		$440K Hold
1,350
– – 0.04% 128
2022
Q1 		$413K Hold
1,350
– – 0.03% 140
2021
Q4 		$336K Hold
1,350
– – 0.02% 154
2021
Q3 		$269K Hold
1,350
– – 0.02% 170
2021
Q2 		$258K Hold
1,350
– – 0.02% 181
2021
Q1 		$263K Hold
1,350
– – 0.02% 177
2020
Q4 		$235K Sell
1,350
-175
-11% -$29.1K 0.02% 208
2020
Q3 		$227K Hold
1,525
– – 0.02% 192
2020
Q2 		$234K Sell
1,525
-100
-6% -$14.4K 0.02% 175
2020
Q1 		$220K Hold
1,625
– – 0.03% 159
2019
Q4 		$225K Hold
1,625
– – 0.02% 205
2019
Q3 		$222K Sell
1,625
-375
-19% -$53.2K 0.02% 185
2019
Q2 		$269K Sell
2,000
-225
-10% -$28.1K 0.03% 168
2019
Q1 		$260K Sell
2,225
-3,082
-58% -$380K 0.03% 166
2018
Q4 		$586K Sell
5,307
-11,500
-68% -$1.43M 0.07% 124
2018
Q3 		$2.23M Sell
16,807
-865
-5% -$113K 0.24% 87
2018
Q2 		$2.36M Sell
17,672
-7,635
-30% -$1.12M 0.27% 83
2018
Q1 		$3.56M Sell
25,307
-14,369
-36% -$2.24M 0.43% 67
2017
Q4 		$6.19M Sell
39,676
-1,055
-3% -$156K 0.75% 42
2017
Q3 		$6.26M Sell
40,731
-2,825
-6% -$441K 0.82% 37
2017
Q2 		$7.17M Sell
43,556
-325
-0.7% -$49.3K 0.96% 33
2017
Q1 		$6.51M Sell
43,881
-1,000
-2% -$146K 0.91% 37
2016
Q4 		$6.3M Sell
44,881
-5,635
-11% -$829K 0.96% 39
2016
Q3 		$8.42M Sell
50,516
-625
-1% -$116K 1.27% 22
2016
Q2 		$9.54M Sell
51,141
-55
-0.1% -$9.65K 1.53% 16
2016
Q1 		$8.05M Sell
51,196
-155
-0.3% -$25K 1.28% 21
2015
Q4 		$10.1M Sell
51,351
-810
-2% -$153K 1.65% 13
2015
Q3 		$9.65M Buy
52,161
+5
+0% +$1.06K 1.68% 13
2015
Q2 		$11.7M Sell
52,156
-40
-0.1% -$9.25K 1.89% 8
2015
Q1 		$11.8M Buy
52,196
+15
+0% +$3.33K 1.9% 8
2014
Q4 		$10.8M Buy
52,181
+400
+0.8% +$81.3K 1.75% 11
2014
Q3 		$10.1M Buy
51,781
+60
+0.1% +$11.5K 1.68% 12
2014
Q2 		$9.63M Buy
51,721
+265
+0.5% +$47.1K 1.65% 11
2014
Q1 		$9.09M Sell
51,456
-60
-0.1% -$10.5K 1.61% 11
2013
Q4 		$8.31M Buy
51,516
+75
+0.1% +$11.5K 1.5% 17
2013
Q3 		$6.6M Sell
51,441
-100
-0.2% -$12.3K 1.33% 22
2013
Q2 		$5.9M Buy
+51,541
New +$5.74M 1.28% 25

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment House LLC's MCK Position: Q2 2026 in Review

Investment House LLC held its McKesson (MCK) position steady in Q2 2026 at 350 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #210.

Investment House LLC first reported a position in MCK in Q2 2013 and has held it in 46 quarters since. The position peaked at $11.8M in Q1 2015. 846 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Investment House LLC held 350 shares of McKesson worth $264K as of Q2 2026.
  • Investment House LLC left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #210 holding.
  • Investment House LLC first reported a position in McKesson in Q2 2013 and has held it in 46 quarters since.
  • Investment House LLC's McKesson position peaked at $11.8M in Q1 2015.
  • 846 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.