Isthmus Partners’s McKesson MCK Stock Holding History

Isthmus Partners’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	$729K	Hold	965	–	–	0.07%	139
2026 Q1	$835K	Sell	965 -25	-3%	-$22.3K	0.09%	131
2025 Q4	$812K	Hold	990	–	–	0.09%	126
2025 Q3	$765K	Buy	990 +40	+4%	+$28.2K	0.17%	68
2025 Q2	$696K	Hold	950	–	–	0.08%	129
2025 Q1	$639K	Sell	950 -70	-7%	-$43.3K	0.08%	128
2024 Q4	$581K	Hold	1,020	–	–	0.07%	130
2024 Q3	$504K	Hold	1,020	–	–	0.06%	135
2024 Q2	$596K	Hold	1,020	–	–	0.07%	125
2024 Q1	$548K	Buy	1,020 +370	+57%	+$188K	0.06%	136
2023 Q4	$301K	Hold	650	–	–	0.04%	160
2023 Q3	$283K	Buy	+650	New	+$274K	0.04%	154
2021 Q3	–	Sell	-350	Closed	-$67K	–	217
2021 Q2	$67K	Buy	+350	New	+$67.6K	0.01%	185

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Isthmus Partners's MCK Position: Q2 2026 in Review

Isthmus Partners held its McKesson (MCK) position steady in Q2 2026 at 965 shares worth $729K. The position accounts for 0.07% of the portfolio, ranked #139.

Isthmus Partners first reported a position in MCK in Q2 2021 and has held it in 13 quarters since. The position peaked at $835K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Isthmus Partners held 965 shares of McKesson worth $729K as of Q2 2026.
Isthmus Partners left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.07% of Isthmus Partners's portfolio in Q2 2026, its #139 holding.
Isthmus Partners first reported a position in McKesson in Q2 2021 and has held it in 13 quarters since.
Isthmus Partners's McKesson position peaked at $835K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.