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Kellett Wealth Advisors’s McKesson MCK Stock Holding History

Kellett Wealth 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 		$1.58M Sell
2,089
-225
-10% -$178K 0.73% 26
2026
Q1 		$2M Hold
2,314
– – 1.09% 16
2025
Q4 		$1.9M Buy
2,314
+50
+2% +$40.8K 1.08% 18
2025
Q3 		$1.75M Buy
2,264
+1
+0% +$704 1.06% 18
2025
Q2 		$1.66M Sell
2,263
-75
-3% -$52.9K 1.08% 18
2025
Q1 		$1.57M Buy
+2,338
New +$1.45M 1.09% 18

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

Kellett Wealth Advisors's MCK Position: Q2 2026 in Review

Kellett Wealth Advisors reduced its McKesson (MCK) stake by 9.7% in Q2 2026, selling an estimated $178K and leaving 2,089 shares worth $1.58M. The position accounts for 0.73% of the portfolio, ranked #26.

Kellett Wealth Advisors first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q1 2026. 620 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kellett Wealth Advisors held 2,089 shares of McKesson worth $1.58M as of Q2 2026.
  • Kellett Wealth Advisors sold 225 McKesson shares in Q2 2026, an estimated $178K.
  • McKesson made up 0.73% of Kellett Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Kellett Wealth Advisors first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Kellett Wealth Advisors's McKesson position peaked at $2M in Q1 2026.
  • 620 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.