McElhenny Sheffield Capital Management’s McKesson MCK Stock Holding History

McElhenny Sheffield Capital 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	$360K	Sell	477 -12	-2%	-$9.51K	0.09%	55
2026 Q1	$423K	Sell	489 -72	-13%	-$64.3K	0.1%	41
2025 Q4	$461K	Buy	+561	New	+$458K	0.11%	46
2023 Q1	–	Sell	-4	Closed	-$1.5K	–	394
2022 Q4	$1.5K	Buy	+4	New	+$1.49K	﹤0.01%	526

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

McElhenny Sheffield Capital Management's MCK Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its McKesson (MCK) stake by 2.5% in Q2 2026, selling an estimated $9.51K and leaving 477 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #55.

McElhenny Sheffield Capital Management first reported a position in MCK in Q4 2022 and has held it in 4 quarters since. The position peaked at $461K in Q4 2025. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

McElhenny Sheffield Capital Management held 477 shares of McKesson worth $360K as of Q2 2026.
McElhenny Sheffield Capital Management sold 12 McKesson shares in Q2 2026, an estimated $9.51K.
McKesson made up 0.09% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #55 holding.
McElhenny Sheffield Capital Management first reported a position in McKesson in Q4 2022 and has held it in 4 quarters since.
McElhenny Sheffield Capital Management's McKesson position peaked at $461K in Q4 2025.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.