Marotta Asset Management’s McKesson MCK Stock Holding History

Marotta Asset Management’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	$306K	Hold	398	–	–	0.05%	83
2026 Q1	$347K	Sell	398 -66	-14%	-$58.9K	0.06%	79
2025 Q4	$381K	Sell	464 -22	-5%	-$18K	0.07%	74
2025 Q3	$372K	Sell	486 -40	-8%	-$28.2K	0.07%	77
2025 Q2	$385K	Sell	526 -202	-28%	-$143K	0.08%	75
2025 Q1	$360K	Hold	728	–	–	0.07%	87
2024 Q4	$412K	Hold	728	–	–	0.09%	80
2024 Q3	$360K	Hold	728	–	–	0.07%	87
2024 Q2	$427K	Buy	728 +2	+0.3%	+$1.11K	0.09%	76
2024 Q1	$390K	Sell	726 -203	-22%	-$103K	0.08%	79
2023 Q4	$430K	Buy	929 +203	+28%	+$92.3K	0.09%	71
2023 Q3	$316K	Hold	726	–	–	0.07%	88
2023 Q2	$310K	Buy	+726	New	+$279K	0.07%	87
2022 Q4	$272K	Hold	726	–	–	0.07%	88
2022 Q3	$247K	Hold	726	–	–	0.06%	90
2022 Q2	$239K	Hold	726	–	–	0.06%	99
2022 Q1	$222K	Buy	+726	New	+$197K	0.05%	104

Other funds holding MCK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Marotta Asset Management's MCK Position: Q2 2026 in Review

Marotta Asset Management held its McKesson (MCK) position steady in Q2 2026 at 398 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #83.

Marotta Asset Management first reported a position in MCK in Q1 2022 and has held it in 17 quarters since. The position peaked at $430K in Q4 2023. 904 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Marotta Asset Management held 398 shares of McKesson worth $306K as of Q2 2026.
Marotta Asset Management left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.05% of Marotta Asset Management's portfolio in Q2 2026, its #83 holding.
Marotta Asset Management first reported a position in McKesson in Q1 2022 and has held it in 17 quarters since.
Marotta Asset Management's McKesson position peaked at $430K in Q4 2023.
904 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.