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Northwest & Ethical Investments’s McKesson MCK Stock Holding History

Northwest & Ethical Investments’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 		$28.6M Sell
37,792
-976
-3% -$774K 0.66% 37
2026
Q1 		$33.5M Sell
38,768
-104
-0.3% -$92.8K 0.78% 31
2025
Q4 		$31.9M Sell
38,872
-3,254
-8% -$2.66M 0.72% 31
2025
Q3 		$32.5M Buy
42,126
+250
+0.6% +$176K 0.77% 29
2025
Q2 		$30.7M Sell
41,876
-5,178
-11% -$3.65M 0.76% 26
2025
Q1 		$31.7M Buy
47,054
+7,841
+20% +$4.85M 0.86% 23
2024
Q4 		$22.3M Buy
39,213
+2,093
+6% +$1.17M 0.61% 44
2024
Q3 		$18.4M Buy
37,120
+3,095
+9% +$1.72M 0.48% 67
2024
Q2 		$19.9M Buy
34,025
+760
+2% +$423K 0.57% 51
2024
Q1 		$17.9M Buy
33,265
+3,688
+12% +$1.87M 0.51% 60
2023
Q4 		$13.7M Sell
29,577
-220
-0.7% -$100K 0.42% 76
2023
Q3 		$13M Sell
29,797
-1,094
-4% -$461K 0.44% 79
2023
Q2 		$13.2M Hold
30,891
– – 0.42% 76
2023
Q1 		$11M Sell
30,891
-4,765
-13% -$1.72M 0.37% 93
2022
Q4 		$13.4M Buy
35,656
+12,152
+52% +$4.53M 0.46% 73
2022
Q3 		$7.99M Buy
23,504
+2,337
+11% +$811K 0.32% 102
2022
Q2 		$6.9M Buy
+21,167
New +$6.77M 0.26% 120
2019
Q4 		– Sell
-3,887
Closed -$531K – 383
2019
Q3 		$531K Sell
3,887
-1,023
-21% -$145K 0.03% 342
2019
Q2 		$660K Buy
4,910
+866
+21% +$108K 0.03% 339
2019
Q1 		$473K Buy
4,044
+124
+3% +$15.3K 0.02% 346
2018
Q4 		$433K Buy
+3,920
New +$489K 0.03% 348
2017
Q1 		– Sell
-12,585
Closed -$1.77M – 397
2016
Q4 		$1.77M Sell
12,585
-1,715
-12% -$252K 0.12% 200
2016
Q3 		$2.38M Buy
+14,300
New +$2.67M 0.17% 142

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northwest & Ethical Investments's MCK Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its McKesson (MCK) stake by 2.5% in Q2 2026, selling an estimated $774K and leaving 37,792 shares worth $28.6M. The position accounts for 0.66% of the portfolio, ranked #37.

Northwest & Ethical Investments first reported a position in MCK in Q3 2016 and has held it in 23 quarters since. The position peaked at $33.5M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Northwest & Ethical Investments held 37,792 shares of McKesson worth $28.6M as of Q2 2026.
  • Northwest & Ethical Investments sold 976 McKesson shares in Q2 2026, an estimated $774K.
  • McKesson made up 0.66% of Northwest & Ethical Investments's portfolio in Q2 2026, its #37 holding.
  • Northwest & Ethical Investments first reported a position in McKesson in Q3 2016 and has held it in 23 quarters since.
  • Northwest & Ethical Investments's McKesson position peaked at $33.5M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.