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Rothschild Investment LLC’s McKesson MCK Stock Holding History

Rothschild Investment LLC’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 		$480K Buy
636
+151
+31% +$120K 0.02% 614
2026
Q1 		$419K Buy
485
+47
+11% +$41.9K 0.02% 447
2025
Q4 		$359K Buy
438
+44
+11% +$35.9K 0.02% 451
2025
Q3 		$304K Sell
394
-48
-11% -$33.8K 0.02% 481
2025
Q2 		$324K Sell
442
-7
-2% -$4.94K 0.02% 409
2025
Q1 		$302K Sell
449
-11
-2% -$6.8K 0.02% 416
2024
Q4 		$262K Buy
460
+41
+10% +$23K 0.02% 446
2024
Q3 		$207K Sell
419
-18
-4% -$10K 0.01% 504
2024
Q2 		$255K Buy
437
+166
+61% +$92.4K 0.02% 445
2024
Q1 		$145K Buy
271
+6
+2% +$3.05K 0.01% 522
2023
Q4 		$123K Buy
+265
New +$121K 0.01% 495

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Rothschild Investment LLC's MCK Position: Q2 2026 in Review

Rothschild Investment LLC increased its McKesson (MCK) stake by 31% in Q2 2026, buying an estimated $120K and bringing the position to 636 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #614.

Rothschild Investment LLC first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. 1,193 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Rothschild Investment LLC held 636 shares of McKesson worth $480K as of Q2 2026.
  • Rothschild Investment LLC bought 151 McKesson shares in Q2 2026, an estimated $120K.
  • McKesson made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #614 holding.
  • Rothschild Investment LLC first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • 1,193 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.