Petra Financial Advisors’s McKesson MCK Stock Holding History

Petra Financial 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	–	Sell	-1,485	Closed	-$1.28M	–	177
2026 Q1	$1.28M	Buy	1,485 +8	+0.5%	+$7.14K	0.8%	35
2025 Q4	$1.21M	Buy	1,477 +15	+1%	+$12.2K	0.71%	42
2025 Q3	$1.13M	Buy	1,462 +26	+2%	+$18.3K	0.66%	41
2025 Q2	$1.05M	Buy	1,436 +955	+199%	+$674K	0.67%	41
2025 Q1	$324K	Buy	+481	New	+$297K	0.27%	84
2024 Q3	–	Sell	-2,085	Closed	-$1.22M	–	147
2024 Q2	$1.22M	Sell	2,085 -8	-0.4%	-$4.45K	0.88%	35
2024 Q1	$1.12M	Buy	2,093 +539	+35%	+$274K	0.82%	37
2023 Q4	$720K	Buy	1,554 +539	+53%	+$245K	0.6%	54
2023 Q3	$441K	Buy	+1,015	New	+$428K	0.37%	77

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

Petra Financial Advisors's MCK Position: Q2 2026 in Review

Petra Financial Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 1,485 shares — an estimated $1.28M sold.

Petra Financial Advisors first reported a position in MCK in Q3 2023 and held it in 9 quarters. The position peaked at $1.28M in Q1 2026. 804 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Petra Financial Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Petra Financial Advisors sold 1,485 McKesson shares in Q2 2026, an estimated $1.28M.
Petra Financial Advisors first reported a position in McKesson in Q3 2023 and held it in 9 quarters.
Petra Financial Advisors's McKesson position peaked at $1.28M in Q1 2026.
804 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.