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Roxbury Financial’s McKesson MCK Stock Holding History

Roxbury Financial’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 		$1.77M Sell
2,337
-11
-0.5% -$8.72K 1.4% 17
2026
Q1 		$2.03M Sell
2,348
-27
-1% -$24.1K 1.83% 14
2025
Q4 		$1.95M Sell
2,375
-20
-0.8% -$16.3K 1.75% 14
2025
Q3 		$1.85M Sell
2,395
-34
-1% -$23.9K 1.71% 14
2025
Q2 		$1.78M Sell
2,429
-86
-3% -$60.7K 1.73% 14
2025
Q1 		$1.61M Sell
2,515
-86
-3% -$53.2K 1.58% 19
2024
Q4 		$1.63M Buy
+2,601
New +$1.46M 1.58% 21

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
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

Roxbury Financial's MCK Position: Q2 2026 in Review

Roxbury Financial reduced its McKesson (MCK) stake by 0.47% in Q2 2026, selling an estimated $8.72K and leaving 2,337 shares worth $1.77M. The position accounts for 1.4% of the portfolio, ranked #17.

Roxbury Financial first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Roxbury Financial held 2,337 shares of McKesson worth $1.77M as of Q2 2026.
  • Roxbury Financial sold 11 McKesson shares in Q2 2026, an estimated $8.72K.
  • McKesson made up 1.4% of Roxbury Financial's portfolio in Q2 2026, its #17 holding.
  • Roxbury Financial first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's McKesson position peaked at $2.03M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.