McClarren Financial Advisors’s McKesson MCK Stock Holding History

McClarren Financial 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	$283K	Hold	375	–	–	0.15%	70
2026 Q1	$324K	Buy	375 +1	+0.3%	+$893	0.19%	62
2025 Q4	$307K	Sell	374 -399	-52%	-$326K	0.18%	64
2025 Q3	$289K	Buy	773 +399	+107%	+$281K	0.18%	65
2025 Q2	$274K	Sell	374 -298	-44%	-$210K	0.18%	62
2025 Q1	$251K	Buy	672 +299	+80%	+$185K	0.17%	64
2024 Q4	$212K	Sell	373 -121	-24%	-$67.8K	0.6%	28
2024 Q3	$184	Sell	494 -90	-15%	-$50.1K	0.02%	75
2024 Q2	$217K	Buy	584 +212	+57%	+$118K	0.15%	66
2024 Q1	$200K	Buy	372 +1	+0.3%	+$508	0.14%	72
2023 Q4	$172K	Buy	+371	New	+$169K	0.13%	76

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

McClarren Financial Advisors's MCK Position: Q2 2026 in Review

McClarren Financial Advisors held its McKesson (MCK) position steady in Q2 2026 at 375 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #70.

McClarren Financial Advisors first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

McClarren Financial Advisors held 375 shares of McKesson worth $283K as of Q2 2026.
McClarren Financial Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.15% of McClarren Financial Advisors's portfolio in Q2 2026, its #70 holding.
McClarren Financial Advisors first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
McClarren Financial Advisors's McKesson position peaked at $324K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.