Keudell/Morrison Wealth Management’s McKesson MCK Stock Holding History

Keudell/Morrison Wealth Management’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	$267K	Buy	354 +32	+10%	+$25.4K	0.05%	207
2026 Q1	$279K	Sell	322 -41	-11%	-$36.6K	0.06%	191
2025 Q4	$298K	Buy	+363	New	+$296K	0.06%	179
2025 Q2	$218K	Sell	297 -3	-1%	-$2.12K	0.05%	210
2025 Q1	$202K	Buy	+300	New	+$185K	0.05%	208

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Keudell/Morrison Wealth Management's MCK Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its McKesson (MCK) stake by 9.9% in Q2 2026, buying an estimated $25.4K and bringing the position to 354 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #207.

Keudell/Morrison Wealth Management first reported a position in MCK in Q1 2025 and has held it in 5 quarters since. The position peaked at $298K in Q4 2025. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Keudell/Morrison Wealth Management held 354 shares of McKesson worth $267K as of Q2 2026.
Keudell/Morrison Wealth Management bought 32 McKesson shares in Q2 2026, an estimated $25.4K.
McKesson made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #207 holding.
Keudell/Morrison Wealth Management first reported a position in McKesson in Q1 2025 and has held it in 5 quarters since.
Keudell/Morrison Wealth Management's McKesson position peaked at $298K in Q4 2025.
691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.