Sara-Bay Financial’s McKesson MCK Stock Holding History

Sara-Bay 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	$861K	Hold	1,140	–	–	0.23%	39
2026 Q1	$987K	Sell	1,140 -10	-0.9%	-$8.93K	0.3%	33
2025 Q4	$951K	Sell	1,150 -65	-5%	-$53K	0.28%	30
2025 Q3	$939K	Hold	1,215	–	–	0.26%	32
2025 Q2	$890K	Sell	1,215 -26	-2%	-$18.3K	0.32%	31
2025 Q1	$829K	Hold	1,241	–	–	0.37%	34
2024 Q4	$708K	Sell	1,241 -19	-2%	-$10.6K	0.26%	38
2024 Q3	$623K	Hold	1,260	–	–	0.23%	50
2024 Q2	$736K	Sell	1,260 -18	-1%	-$10K	0.3%	39
2024 Q1	$686K	Sell	1,278 -38	-3%	-$19.3K	0.31%	40
2023 Q4	$609K	Sell	1,316 -83	-6%	-$37.7K	0.3%	41
2023 Q3	$608K	Hold	1,399	–	–	0.31%	33
2023 Q2	$598K	Sell	1,399 -61	-4%	-$23.4K	0.29%	37
2023 Q1	$520K	Sell	1,460 -23	-2%	-$8.31K	0.26%	40
2022 Q4	$556K	Sell	1,483 -48	-3%	-$17.9K	0.31%	39
2022 Q3	$520K	Sell	1,531 -44	-3%	-$15.3K	0.29%	38
2022 Q2	$516K	Hold	1,575	–	–	0.25%	46
2022 Q1	$482K	Hold	1,575	–	–	0.19%	52
2021 Q4	$391K	Hold	1,575	–	–	0.12%	60
2021 Q3	$314K	Hold	1,575	–	–	0.12%	60
2021 Q2	$301K	Hold	1,575	–	–	0.11%	64
2021 Q1	$307K	Hold	1,575	–	–	0.13%	60
2020 Q4	$274K	Hold	1,575	–	–	0.12%	66
2020 Q3	$235K	Hold	1,575	–	–	0.13%	65
2020 Q2	$239K	Buy	+1,575	New	+$227K	0.14%	68

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

JHP

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

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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sara-Bay Financial's MCK Position: Q2 2026 in Review

Sara-Bay Financial held its McKesson (MCK) position steady in Q2 2026 at 1,140 shares worth $861K. The position accounts for 0.23% of the portfolio, ranked #39.

Sara-Bay Financial first reported a position in MCK in Q2 2020 and has held it in 25 quarters since. The position peaked at $987K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Sara-Bay Financial held 1,140 shares of McKesson worth $861K as of Q2 2026.
Sara-Bay Financial left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.23% of Sara-Bay Financial's portfolio in Q2 2026, its #39 holding.
Sara-Bay Financial first reported a position in McKesson in Q2 2020 and has held it in 25 quarters since.
Sara-Bay Financial's McKesson position peaked at $987K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.