Robertson Stephens Wealth Management’s McKesson MCK Stock Holding History

Robertson Stephens 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	$497K	Sell	656 -121	-16%	-$95.9K	0.01%	440
2026 Q1	$673K	Buy	777 +30	+4%	+$26.8K	0.02%	367
2025 Q4	$614K	Buy	747 +159	+27%	+$130K	0.02%	386
2025 Q3	$455K	Sell	588 -28	-5%	-$19.7K	0.01%	371
2025 Q2	$452K	Sell	616 -122	-17%	-$86.1K	0.01%	381
2025 Q1	$497K	Buy	738 +45	+6%	+$27.8K	0.02%	366
2024 Q4	$396K	Sell	693 -1,252	-64%	-$701K	0.01%	408
2024 Q3	$963K	Sell	1,945 -198	-9%	-$110K	0.03%	287
2024 Q2	$1.25M	Buy	2,143 +173	+9%	+$96.3K	0.06%	194
2024 Q1	$1.06M	Buy	1,970 +1,513	+331%	+$768K	0.06%	225
2023 Q4	$212K	Buy	+457	New	+$208K	0.01%	427
2023 Q1	–	Sell	-563	Closed	-$211K	–	455
2022 Q4	$211K	Buy	+563	New	+$210K	0.02%	386

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robertson Stephens Wealth Management's MCK Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its McKesson (MCK) stake by 16% in Q2 2026, selling an estimated $95.9K and leaving 656 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #440.

Robertson Stephens Wealth Management first reported a position in MCK in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2024. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Robertson Stephens Wealth Management held 656 shares of McKesson worth $497K as of Q2 2026.
Robertson Stephens Wealth Management sold 121 McKesson shares in Q2 2026, an estimated $95.9K.
McKesson made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #440 holding.
Robertson Stephens Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's McKesson position peaked at $1.25M in Q2 2024.
849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.