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Riverbend Wealth Management’s McKesson MCK Stock Holding History

Riverbend Wealth Management’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 		$507K Buy
671
+261
+64% +$207K 0.25% 107
2026
Q1 		$355K Buy
410
+64
+18% +$57.1K 0.2% 113
2025
Q4 		$284K Buy
+346
New +$282K 0.18% 128

Other funds holding MCK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SI
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Riverbend Wealth Management's MCK Position: Q2 2026 in Review

Riverbend Wealth Management increased its McKesson (MCK) stake by 64% in Q2 2026, buying an estimated $207K and bringing the position to 671 shares worth $507K. The position accounts for 0.25% of the portfolio, ranked #107.

Riverbend Wealth Management first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. 876 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Riverbend Wealth Management held 671 shares of McKesson worth $507K as of Q2 2026.
  • Riverbend Wealth Management bought 261 McKesson shares in Q2 2026, an estimated $207K.
  • McKesson made up 0.25% of Riverbend Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Riverbend Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • 876 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.