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McBroom & Associates’s McKesson MCK Stock Holding History

McBroom & Associates’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 		$1.82M Buy
2,411
+52
+2% +$41.2K 0.92% 25
2026
Q1 		$2.04M Buy
2,359
+232
+11% +$207K 1.14% 23
2025
Q4 		$1.74M Buy
2,127
+61
+3% +$49.8K 0.85% 25
2025
Q3 		$1.6M Buy
2,066
+146
+8% +$103K 0.76% 25
2025
Q2 		$1.29M Hold
1,920
– – 0.74% 27
2025
Q1 		$1.29M Buy
1,920
+104
+6% +$64.3K 0.74% 27
2024
Q4 		$1.03M Buy
1,816
+82
+5% +$45.9K 0.59% 26
2024
Q3 		$857K Buy
1,734
+49
+3% +$27.3K 0.52% 25
2024
Q2 		$984K Buy
1,685
+31
+2% +$17.3K 0.62% 25
2024
Q1 		$888K Buy
1,654
+42
+3% +$21.3K 0.58% 26
2023
Q4 		$746K Buy
1,612
+288
+22% +$131K 0.54% 27
2023
Q3 		$576K Buy
1,324
+257
+24% +$108K 0.46% 31
2023
Q2 		$456K Buy
1,067
+121
+13% +$46.5K 0.36% 32
2023
Q1 		$337K Buy
946
+34
+4% +$12.3K 0.3% 32
2022
Q4 		$342K Buy
912
+83
+10% +$31K 0.37% 31
2022
Q3 		$282K Buy
+829
New +$288K 0.32% 30

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

McBroom & Associates's MCK Position: Q2 2026 in Review

McBroom & Associates increased its McKesson (MCK) stake by 2.2% in Q2 2026, buying an estimated $41.2K and bringing the position to 2,411 shares worth $1.82M. The position accounts for 0.92% of the portfolio, ranked #25.

McBroom & Associates first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • McBroom & Associates held 2,411 shares of McKesson worth $1.82M as of Q2 2026.
  • McBroom & Associates bought 52 McKesson shares in Q2 2026, an estimated $41.2K.
  • McKesson made up 0.92% of McBroom & Associates's portfolio in Q2 2026, its #25 holding.
  • McBroom & Associates first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • McBroom & Associates's McKesson position peaked at $2.04M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.