LVW Advisors’s McKesson MCK Stock Holding History

LVW Advisors’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	$647K	Buy	856 +85	+11%	+$67.4K	0.06%	189
2026 Q1	$667K	Sell	771 -37	-5%	-$33K	0.06%	164
2025 Q4	$663K	Sell	808 -75	-8%	-$61.2K	0.07%	147
2025 Q3	$682K	Buy	883 +207	+31%	+$146K	0.07%	148
2025 Q2	$495K	Buy	676 +148	+28%	+$104K	0.05%	192
2025 Q1	$355K	Buy	528 +18	+4%	+$11.1K	0.04%	216
2024 Q4	$291K	Sell	510 -243	-32%	-$136K	0.04%	256
2024 Q3	$372K	Sell	753 -265	-26%	-$148K	0.05%	212
2024 Q2	$595K	Sell	1,018 -746	-42%	-$415K	0.09%	143
2024 Q1	$947K	Sell	1,764 -78	-4%	-$39.6K	0.16%	98
2023 Q4	$853K	Buy	1,842 +683	+59%	+$311K	0.16%	96
2023 Q3	$504K	Buy	+1,159	New	+$488K	0.1%	129

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVW Advisors's MCK Position: Q2 2026 in Review

LVW Advisors increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $67.4K and bringing the position to 856 shares worth $647K. The position accounts for 0.06% of the portfolio, ranked #189.

LVW Advisors first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $947K in Q1 2024. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

LVW Advisors held 856 shares of McKesson worth $647K as of Q2 2026.
LVW Advisors bought 85 McKesson shares in Q2 2026, an estimated $67.4K.
McKesson made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #189 holding.
LVW Advisors first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
LVW Advisors's McKesson position peaked at $947K in Q1 2024.
849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.