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J.W. Cole Advisors’s McKesson MCK Stock Holding History

J.W. Cole 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 		$4.05M Buy
5,358
+100
+2% +$79.3K 0.07% 292
2026
Q1 		$4.55M Buy
5,258
+49
+0.9% +$43.7K 0.15% 127
2025
Q4 		$4.12M Buy
5,209
+120
+2% +$97.9K 0.1% 205
2025
Q3 		$3.93M Buy
5,089
+1,329
+35% +$936K 0.08% 257
2025
Q2 		$2.76M Buy
3,760
+236
+7% +$167K 0.06% 315
2025
Q1 		$2.37M Buy
3,524
+2,685
+320% +$1.66M 0.07% 276
2024
Q4 		$478K Sell
839
-82
-9% -$45.9K 0.02% 616
2024
Q3 		$455K Sell
921
-206
-18% -$115K 0.02% 631
2024
Q2 		$658K Sell
1,127
-334
-23% -$186K 0.03% 442
2024
Q1 		$784K Buy
1,461
+218
+18% +$111K 0.04% 399
2023
Q4 		$576K Buy
1,243
+6
+0.5% +$2.73K 0.03% 443
2023
Q3 		$538K Sell
1,237
-15
-1% -$6.32K 0.04% 396
2023
Q2 		$535K Sell
1,252
-5
-0.4% -$1.92K 0.04% 409
2023
Q1 		$448K Buy
1,257
+85
+7% +$30.7K 0.03% 472
2022
Q4 		$440K Sell
1,172
-68
-5% -$25.4K 0.03% 453
2022
Q3 		$421K Sell
1,240
-137
-10% -$47.6K 0.04% 441
2022
Q2 		$449K Buy
1,377
+295
+27% +$94.4K 0.04% 437
2022
Q1 		$331K Sell
1,082
-143
-12% -$38.9K 0.02% 587
2021
Q4 		$305K Sell
1,225
-145
-11% -$31.8K 0.02% 646
2021
Q3 		$273K Buy
1,370
+145
+12% +$29K 0.02% 378
2021
Q2 		$234K Buy
1,225
+7
+0.6% +$1.35K 0.02% 654
2021
Q1 		$238K Buy
1,218
+62
+5% +$11.3K 0.02% 583
2020
Q4 		$201K Sell
1,156
-802
-41% -$134K 0.02% 595
2020
Q3 		$292K Buy
+1,958
New +$297K 0.02% 555

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

J.W. Cole Advisors's MCK Position: Q2 2026 in Review

J.W. Cole Advisors increased its McKesson (MCK) stake by 1.9% in Q2 2026, buying an estimated $79.3K and bringing the position to 5,358 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #292.

J.W. Cole Advisors first reported a position in MCK in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.55M in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • J.W. Cole Advisors held 5,358 shares of McKesson worth $4.05M as of Q2 2026.
  • J.W. Cole Advisors bought 100 McKesson shares in Q2 2026, an estimated $79.3K.
  • McKesson made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #292 holding.
  • J.W. Cole Advisors first reported a position in McKesson in Q3 2020 and has held it in 24 quarters since.
  • J.W. Cole Advisors's McKesson position peaked at $4.55M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.