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RMR Wealth Builders’s McKesson MCK Stock Holding History

RMR Wealth Builders’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 		$403K Sell
533
-21
-4% -$16.6K 0.03% 218
2026
Q1 		$480K Buy
554
+81
+17% +$72.3K 0.04% 180
2025
Q4 		$388K Sell
473
-16
-3% -$13.1K 0.03% 202
2025
Q3 		$378K Buy
489
+31
+7% +$21.8K 0.03% 207
2025
Q2 		$336K Buy
458
+6
+1% +$4.23K 0.03% 213
2025
Q1 		$304K Buy
452
+7
+2% +$4.33K 0.03% 202
2024
Q4 		$253K Sell
445
-26
-6% -$14.6K 0.03% 222
2024
Q3 		$233K Sell
471
-8
-2% -$4.46K 0.02% 233
2024
Q2 		$280K Buy
479
+15
+3% +$8.35K 0.03% 209
2024
Q1 		$249K Buy
464
+23
+5% +$11.7K 0.03% 226
2023
Q4 		$204K Sell
441
-216
-33% -$98.2K 0.03% 224
2023
Q3 		$286K Buy
+657
New +$277K 0.05% 189
2021
Q2 		– Sell
-65
Closed -$13K – 473
2021
Q1 		$13K Buy
+65
New +$11.9K ﹤0.01% 569
2020
Q3 		– Sell
-244
Closed -$37K – 368
2020
Q2 		$37K Buy
+244
New +$35.2K 0.03% 253
2019
Q4 		$20K Buy
+147
New +$20.8K 0.02% 312

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

RMR Wealth Builders's MCK Position: Q2 2026 in Review

RMR Wealth Builders reduced its McKesson (MCK) stake by 3.8% in Q2 2026, selling an estimated $16.6K and leaving 533 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #218.

RMR Wealth Builders first reported a position in MCK in Q4 2019 and has held it in 15 quarters since. The position peaked at $480K in Q1 2026. 585 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • RMR Wealth Builders held 533 shares of McKesson worth $403K as of Q2 2026.
  • RMR Wealth Builders sold 21 McKesson shares in Q2 2026, an estimated $16.6K.
  • McKesson made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #218 holding.
  • RMR Wealth Builders first reported a position in McKesson in Q4 2019 and has held it in 15 quarters since.
  • RMR Wealth Builders's McKesson position peaked at $480K in Q1 2026.
  • 585 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.