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LBP AM’s McKesson MCK Stock Holding History

LBP AM’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 		$16.1M Buy
21,337
+16,819
+372% +$13.3M 0.16% 123
2026
Q1 		$3.91M Buy
4,518
+2,447
+118% +$2.18M 0.05% 224
2025
Q4 		$1.7M Hold
2,071
– – 0.02% 318
2025
Q3 		$1.6M Buy
2,071
+627
+43% +$442K 0.02% 306
2025
Q2 		$1.06M Sell
1,444
-163
-10% -$115K 0.01% 320
2025
Q1 		$1.08M Hold
1,607
– – 0.02% 312
2024
Q4 		$916K Buy
+1,607
New +$900K 0.01% 329
2024
Q3 		– Sell
-4,243
Closed -$2.48M – 392
2024
Q2 		$2.48M Buy
4,243
+1,585
+60% +$882K 0.1% 143
2024
Q1 		$1.43M Sell
2,658
-270
-9% -$137K 0.06% 197
2023
Q4 		$1.36M Sell
2,928
-1,963
-40% -$893K 0.03% 299
2023
Q3 		$2.13M Sell
4,891
-42
-0.9% -$17.7K 0.05% 285
2023
Q2 		$2.11M Sell
4,933
-6,074
-55% -$2.33M 0.05% 251
2023
Q1 		$3.92M Sell
11,007
-959
-8% -$346K 0.1% 191
2022
Q4 		$4.49M Buy
+11,966
New +$4.46M 0.13% 163

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

LBP AM's MCK Position: Q2 2026 in Review

LBP AM increased its McKesson (MCK) stake by 372% in Q2 2026, buying an estimated $13.3M and bringing the position to 21,337 shares worth $16.1M. The position accounts for 0.16% of the portfolio, ranked #123.

LBP AM first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • LBP AM held 21,337 shares of McKesson worth $16.1M as of Q2 2026.
  • LBP AM bought 16,819 McKesson shares in Q2 2026, an estimated $13.3M.
  • McKesson made up 0.16% of LBP AM's portfolio in Q2 2026, its #123 holding.
  • LBP AM first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.