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James Hambro & Partners’s McKesson MCK Stock Holding History

James Hambro & 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 		$102M Buy
134,651
+4,243
+3% +$3.36M 3.68% 12
2026
Q1 		$113M Buy
130,408
+9,493
+8% +$8.47M 4.42% 10
2025
Q4 		$99.2M Buy
+120,915
New +$98.7M 3.54% 15

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
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
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

James Hambro & Partners's MCK Position: Q2 2026 in Review

James Hambro & Partners increased its McKesson (MCK) stake by 3.3% in Q2 2026, buying an estimated $3.36M and bringing the position to 134,651 shares worth $102M. The position accounts for 3.68% of the portfolio, ranked #12.

James Hambro & Partners first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $113M in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • James Hambro & Partners held 134,651 shares of McKesson worth $102M as of Q2 2026.
  • James Hambro & Partners bought 4,243 McKesson shares in Q2 2026, an estimated $3.36M.
  • McKesson made up 3.68% of James Hambro & Partners's portfolio in Q2 2026, its #12 holding.
  • James Hambro & Partners first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • James Hambro & Partners's McKesson position peaked at $113M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.