Petredis Investment Advisors’s McKesson MCK Stock Holding History

Petredis Investment 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	$3.68M	Sell	4,865 -6	-0.1%	-$4.76K	0.25%	68
2026 Q1	$4.22M	Sell	4,871 -36	-0.7%	-$32.1K	0.34%	61
2025 Q4	$4.03M	Sell	4,907 -55	-1%	-$44.9K	0.32%	66
2025 Q3	$3.83M	Sell	4,962 -58	-1%	-$40.8K	0.31%	62
2025 Q2	$3.68M	Buy	5,020 +71	+1%	+$50.1K	0.32%	60
2025 Q1	$3.33M	Buy	4,949 +69	+1%	+$42.7K	0.35%	59
2024 Q4	$2.78M	Sell	4,880 -78	-2%	-$43.7K	0.29%	62
2024 Q3	$2.45M	Buy	4,958 +19	+0.4%	+$10.6K	0.26%	72
2024 Q2	$2.88M	Sell	4,939 -4	-0.1%	-$2.23K	0.32%	62
2024 Q1	$2.65M	Buy	4,943 +79	+2%	+$40.1K	0.32%	65
2023 Q4	$2.25M	Sell	4,864 -124	-2%	-$56.4K	0.3%	70
2023 Q3	$2.17M	Buy	+4,988	New	+$2.1M	0.31%	72

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

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

Petredis Investment Advisors's MCK Position: Q2 2026 in Review

Petredis Investment Advisors reduced its McKesson (MCK) stake by 0.12% in Q2 2026, selling an estimated $4.76K and leaving 4,865 shares worth $3.68M. The position accounts for 0.25% of the portfolio, ranked #68.

Petredis Investment Advisors first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.22M in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Petredis Investment Advisors held 4,865 shares of McKesson worth $3.68M as of Q2 2026.
Petredis Investment Advisors sold 6 McKesson shares in Q2 2026, an estimated $4.76K.
McKesson made up 0.25% of Petredis Investment Advisors's portfolio in Q2 2026, its #68 holding.
Petredis Investment Advisors first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
Petredis Investment Advisors's McKesson position peaked at $4.22M in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.