Lee, Danner & Bass’s McKesson MCK Stock Holding History

Lee, Danner & Bass’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	$1.9M	Hold	2,520	–	–	0.11%	125
2026 Q1	$2.18M	Hold	2,520	–	–	0.14%	110
2025 Q4	$2.07M	Sell	2,520 -100	-4%	-$81.6K	0.15%	102
2025 Q3	$2.02M	Hold	2,620	–	–	0.15%	108
2025 Q2	$1.92M	Hold	2,620	–	–	0.15%	107
2025 Q1	$1.76M	Hold	2,620	–	–	0.14%	108
2024 Q4	$1.49M	Hold	2,620	–	–	0.12%	114
2024 Q3	$1.29M	Sell	2,620 -2	-0.1%	-$1.11K	0.09%	125
2024 Q2	$1.53M	Buy	+2,622	New	+$1.46M	0.12%	115
2023 Q4	$1.45M	Buy	+3,124	New	+$1.42M	0.12%	116

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Lee, Danner & Bass's MCK Position: Q2 2026 in Review

Lee, Danner & Bass held its McKesson (MCK) position steady in Q2 2026 at 2,520 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #125.

Lee, Danner & Bass first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.18M in Q1 2026. 707 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Lee, Danner & Bass held 2,520 shares of McKesson worth $1.9M as of Q2 2026.
Lee, Danner & Bass left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.11% of Lee, Danner & Bass's portfolio in Q2 2026, its #125 holding.
Lee, Danner & Bass first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
Lee, Danner & Bass's McKesson position peaked at $2.18M in Q1 2026.
707 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.