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Maia Wealth’s McKesson MCK Stock Holding History

Maia Wealth’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 		$239K Sell
316
-49
-13% -$38.8K 0.04% 322
2026
Q1 		$316K Sell
365
-8
-2% -$7.14K 0.05% 284
2025
Q4 		$342K Buy
373
+22
+6% +$18K 0.06% 265
2025
Q3 		$302K Sell
351
-4
-1% -$2.82K 0.05% 276
2025
Q2 		$260K Sell
355
-48
-12% -$33.9K 0.05% 272
2025
Q1 		$280K Buy
403
+5
+1% +$3.09K 0.06% 243
2024
Q4 		$241K Buy
+398
New +$223K 0.05% 267

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Maia Wealth's MCK Position: Q2 2026 in Review

Maia Wealth reduced its McKesson (MCK) stake by 13% in Q2 2026, selling an estimated $38.8K and leaving 316 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #322.

Maia Wealth first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q4 2025. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Maia Wealth held 316 shares of McKesson worth $239K as of Q2 2026.
  • Maia Wealth sold 49 McKesson shares in Q2 2026, an estimated $38.8K.
  • McKesson made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #322 holding.
  • Maia Wealth first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Maia Wealth's McKesson position peaked at $342K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.