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Quantum Financial Advisors’s McKesson MCK Stock Holding History

Quantum 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 		$323K Sell
427
-15
-3% -$11.9K 0.03% 166
2026
Q1 		$382K Buy
442
+190
+75% +$170K 0.04% 131
2025
Q4 		$207K Buy
+252
New +$206K 0.02% 212

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Quantum Financial Advisors reduced its McKesson (MCK) stake by 3.4% in Q2 2026, selling an estimated $11.9K and leaving 427 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #166.

Quantum Financial Advisors first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $382K in Q1 2026. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Quantum Financial Advisors held 427 shares of McKesson worth $323K as of Q2 2026.
  • Quantum Financial Advisors sold 15 McKesson shares in Q2 2026, an estimated $11.9K.
  • McKesson made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • Quantum Financial Advisors first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Quantum Financial Advisors's McKesson position peaked at $382K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.