Optivise Advisory Services’s McKesson MCK Stock Holding History

Optivise Advisory Services’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	$203K	Buy	+269	New	+$213K	0.1%	221

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Optivise Advisory Services's MCK Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in McKesson (MCK) in Q2 2026: 269 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #221 among its holdings.

602 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Optivise Advisory Services held 269 shares of McKesson worth $203K as of Q2 2026.
McKesson was a new Optivise Advisory Services position in Q2 2026.
McKesson made up 0.1% of Optivise Advisory Services's portfolio in Q2 2026, its #221 holding.
602 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.