Ninety One (UK)’s McKesson MCK Stock Holding History

Ninety One (UK)’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	$34M	Buy	44,993 +2,687	+6%	+$2.13M	0.08%	131
2026 Q1	$36.6M	Buy	42,306 +62	+0.1%	+$55.3K	0.08%	114
2025 Q4	$34.7M	Buy	42,244 +1,654	+4%	+$1.35M	0.07%	109
2025 Q3	$31.4M	Sell	40,590 -7,230	-15%	-$5.09M	0.07%	114
2025 Q2	$35M	Sell	47,820 -34,726	-42%	-$24.5M	0.08%	107
2025 Q1	$55.6M	Sell	82,546 -41,926	-34%	-$25.9M	0.15%	89
2024 Q4	$70.9M	Sell	124,472 -1,068	-0.9%	-$598K	0.19%	76
2024 Q3	$62.1M	Sell	125,540 -31,484	-20%	-$17.5M	0.17%	88
2024 Q2	$91.7M	Sell	157,024 -11,007	-7%	-$6.13M	0.25%	73
2024 Q1	$90.2M	Sell	168,031 -6,430	-4%	-$3.26M	0.25%	70
2023 Q4	$80.8M	Sell	174,461 -8,310	-5%	-$3.78M	0.24%	71
2023 Q3	$79.5M	Sell	182,771 -33,171	-15%	-$14M	0.25%	72
2023 Q2	$92.3M	Sell	215,942 -33,245	-13%	-$12.8M	0.27%	73
2023 Q1	$88.7M	Sell	249,187 -13,279	-5%	-$4.8M	0.28%	76
2022 Q4	$98.5M	Sell	262,466 -68,389	-21%	-$25.5M	0.32%	71
2022 Q3	$112M	Sell	330,855 -151,447	-31%	-$52.6M	0.37%	68
2022 Q2	$157M	Sell	482,302 -125,165	-21%	-$40M	0.47%	64
2022 Q1	$186M	Sell	607,467 -88,493	-13%	-$24.1M	0.47%	64
2021 Q4	$173M	Buy	695,960 +2,876	+0.4%	+$631K	0.41%	69
2021 Q3	$138M	Sell	693,084 -15,514	-2%	-$3.1M	0.35%	75
2021 Q2	$136M	Buy	708,598 +104,223	+17%	+$20.1M	0.35%	79
2021 Q1	$118M	Buy	604,375 +118,461	+24%	+$21.6M	0.34%	82
2020 Q4	$84.5M	Sell	485,914 -37,783	-7%	-$6.29M	0.26%	92
2020 Q3	$78M	Buy	523,697 +40,622	+8%	+$6.17M	0.28%	80
2020 Q2	$74.1M	Buy	483,075 +52,977	+12%	+$7.65M	0.26%	79
2020 Q1	$58.2M	Sell	430,098 -94,262	-18%	-$13.8M	0.24%	81
2019 Q4	$72.5M	Buy	524,360 +321,063	+158%	+$45.4M	0.24%	92
2019 Q3	$27.8M	Sell	203,297 -25,179	-11%	-$3.57M	0.11%	118
2019 Q2	$30.7M	Sell	228,476 -16,590	-7%	-$2.07M	0.12%	124
2019 Q1	$28.7M	Sell	245,066 -20,639	-8%	-$2.55M	0.11%	136
2018 Q4	$29.4M	Buy	+265,705	New	+$33.1M	0.13%	127

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Ninety One (UK)'s MCK Position: Q2 2026 in Review

Ninety One (UK) increased its McKesson (MCK) stake by 6.4% in Q2 2026, buying an estimated $2.13M and bringing the position to 44,993 shares worth $34M. The position accounts for 0.08% of the portfolio, ranked #131.

Ninety One (UK) first reported a position in MCK in Q4 2018 and has held it in 31 quarters since. The position peaked at $186M in Q1 2022. 406 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Ninety One (UK) held 44,993 shares of McKesson worth $34M as of Q2 2026.
Ninety One (UK) bought 2,687 McKesson shares in Q2 2026, an estimated $2.13M.
McKesson made up 0.08% of Ninety One (UK)'s portfolio in Q2 2026, its #131 holding.
Ninety One (UK) first reported a position in McKesson in Q4 2018 and has held it in 31 quarters since.
Ninety One (UK)'s McKesson position peaked at $186M in Q1 2022.
406 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.