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LRI Investments’s McKesson MCK Stock Holding History

LRI Investments’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 		$24.9K Sell
33
-118
-78% -$93.6K ﹤0.01% 705
2026
Q1 		$131K Buy
151
+40
+36% +$35.7K 0.01% 363
2025
Q4 		$91.3K Buy
111
+12
+12% +$9.79K 0.01% 434
2025
Q3 		$76.9K Sell
99
-136
-58% -$95.8K 0.01% 471
2025
Q2 		$172K Buy
235
+6
+3% +$4.23K 0.01% 320
2025
Q1 		$154K Sell
229
-27
-11% -$16.7K 0.01% 310
2024
Q4 		$146K Buy
256
+51
+25% +$28.6K 0.01% 340
2024
Q3 		$125K Sell
205
-115
-36% -$64K 0.01% 369
2024
Q2 		$187K Buy
320
+267
+504% +$149K 0.02% 264
2024
Q1 		$28.5K Buy
+53
New +$26.9K 0.01% 334

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's MCK Position: Q2 2026 in Review

LRI Investments reduced its McKesson (MCK) stake by 78% in Q2 2026, selling an estimated $93.6K and leaving 33 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

LRI Investments first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $187K in Q2 2024. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • LRI Investments held 33 shares of McKesson worth $24.9K as of Q2 2026.
  • LRI Investments sold 118 McKesson shares in Q2 2026, an estimated $93.6K.
  • McKesson made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #705 holding.
  • LRI Investments first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's McKesson position peaked at $187K in Q2 2024.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.