MCM
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Monument Capital Management’s McKesson MCK Stock Holding History

Monument 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 		$1.35M Sell
1,782
-3,827
-68% -$3.03M 0.27% 99
2026
Q1 		$4.85M Sell
5,609
-28
-0.5% -$25K 1.22% 22
2025
Q4 		$4.62M Sell
5,637
-32
-0.6% -$26.1K 1.15% 26
2025
Q3 		$4.38M Sell
5,669
-1
-0% -$704 1.1% 28
2025
Q2 		$4.15M Buy
5,670
+3,998
+239% +$2.82M 1.08% 25
2025
Q1 		$1.13M Buy
1,672
+2
+0.1% +$1.24K 0.35% 79
2024
Q4 		$952K Hold
1,670
– – 0.26% 81
2024
Q3 		$826K Sell
1,670
-26
-2% -$14.5K 0.23% 85
2024
Q2 		$991K Sell
1,696
-9
-0.5% -$5.01K 0.29% 75
2024
Q1 		$915K Sell
1,705
-5
-0.3% -$2.54K 0.26% 88
2023
Q4 		$792K Buy
1,710
+71
+4% +$32.3K 0.25% 94
2023
Q3 		$713K Sell
1,639
-33
-2% -$13.9K 0.24% 89
2023
Q2 		$714K Buy
1,672
+381
+30% +$146K 0.23% 84
2023
Q1 		$460K Sell
1,291
-855
-40% -$309K 0.15% 104
2022
Q4 		$805K Buy
2,146
+255
+13% +$95.1K 0.28% 83
2022
Q3 		$643K Buy
+1,891
New +$656K 0.24% 87

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

Monument Capital Management's MCK Position: Q2 2026 in Review

Monument Capital Management reduced its McKesson (MCK) stake by 68% in Q2 2026, selling an estimated $3.03M and leaving 1,782 shares worth $1.35M. The position accounts for 0.27% of the portfolio, ranked #99.

Monument Capital Management first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.85M in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Monument Capital Management held 1,782 shares of McKesson worth $1.35M as of Q2 2026.
  • Monument Capital Management sold 3,827 McKesson shares in Q2 2026, an estimated $3.03M.
  • McKesson made up 0.27% of Monument Capital Management's portfolio in Q2 2026, its #99 holding.
  • Monument Capital Management first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • Monument Capital Management's McKesson position peaked at $4.85M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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