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Kozak & Associates’s McKesson MCK Stock Holding History

Kozak & Associates’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 		$6.14K Hold
8
– – ﹤0.01% 295
2026
Q1 		$6.92K Hold
8
– – ﹤0.01% 291
2025
Q4 		$6.53K Hold
8
– – ﹤0.01% 286
2025
Q3 		$6.84K Hold
8
– – ﹤0.01% 288
2025
Q2 		$5.82K Hold
8
– – ﹤0.01% 280
2025
Q1 		$5.55K Buy
+8
New +$4.95K ﹤0.01% 281

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

Kozak & Associates's MCK Position: Q2 2026 in Review

Kozak & Associates held its McKesson (MCK) position steady in Q2 2026 at 8 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Kozak & Associates first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.92K in Q1 2026. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kozak & Associates held 8 shares of McKesson worth $6.14K as of Q2 2026.
  • Kozak & Associates left its McKesson share count unchanged in Q2 2026.
  • McKesson made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #295 holding.
  • Kozak & Associates first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Kozak & Associates's McKesson position peaked at $6.92K in Q1 2026.
  • 512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.