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Moss Adams Wealth Advisors’s McKesson MCK Stock Holding History

Moss Adams Wealth 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 		$325K Hold
430
– – 0.02% 213
2026
Q1 		$372K Buy
430
+27
+7% +$24.1K 0.03% 179
2025
Q4 		$331K Sell
403
-2
-0.5% -$1.63K 0.02% 183
2025
Q3 		$313K Buy
405
+7
+2% +$4.93K 0.02% 181
2025
Q2 		$292K Buy
398
+69
+21% +$48.7K 0.03% 194
2025
Q1 		$222K Buy
+329
New +$203K 0.02% 196

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Moss Adams Wealth Advisors's MCK Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its McKesson (MCK) position steady in Q2 2026 at 430 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #213.

Moss Adams Wealth Advisors first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $372K in Q1 2026. 703 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Moss Adams Wealth Advisors held 430 shares of McKesson worth $325K as of Q2 2026.
  • Moss Adams Wealth Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • Moss Adams Wealth Advisors first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Moss Adams Wealth Advisors's McKesson position peaked at $372K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.