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Retirement Wealth Solutions’s McKesson MCK Stock Holding History

Retirement Wealth Solutions’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 		$8.31K Buy
11
+1
+10% +$793 ﹤0.01% 253
2026
Q1 		$8.65K Buy
+10
New +$8.93K 0.01% 223

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

Retirement Wealth Solutions's MCK Position: Q2 2026 in Review

Retirement Wealth Solutions increased its McKesson (MCK) stake by 10% in Q2 2026, buying an estimated $793 and bringing the position to 11 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Retirement Wealth Solutions first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.65K in Q1 2026. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Retirement Wealth Solutions held 11 shares of McKesson worth $8.31K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 McKesson share in Q2 2026, an estimated $793.
  • McKesson made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #253 holding.
  • Retirement Wealth Solutions first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's McKesson position peaked at $8.65K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.