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Investment Research & Advisory Group’s McKesson MCK Stock Holding History

Investment Research & Advisory Group’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 		$9.07K Buy
+4
New +$3.17K ﹤0.01% 238
2021
Q2 		– Sell
-495
Closed -$97K – 179
2021
Q1 		$97K Sell
495
-453
-48% -$82.7K 0.07% 76
2020
Q4 		$165K Hold
948
– – 0.12% 63
2020
Q3 		$141K Buy
+948
New +$144K 0.12% 63

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Investment Research & Advisory Group's MCK Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in McKesson (MCK) in Q2 2026: 4 shares worth $9.07K. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in MCK as recently as Q1 2021.

Investment Research & Advisory Group first reported a position in MCK in Q3 2020 and has held it in 4 quarters since. The position peaked at $165K in Q4 2020. 721 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Investment Research & Advisory Group held 4 shares of McKesson worth $9.07K as of Q2 2026.
  • McKesson was a new Investment Research & Advisory Group position in Q2 2026.
  • McKesson made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #238 holding.
  • Investment Research & Advisory Group first reported a position in McKesson in Q3 2020 and has held it in 4 quarters since.
  • Investment Research & Advisory Group's McKesson position peaked at $165K in Q4 2020.
  • 721 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.