Sarver Vrooman Wealth Advisors’s McKesson MCK Stock Holding History

Sarver Vrooman Wealth Advisors’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	$35.8K	Sell	46 -1	-2%	-$793	0.02%	93
2026 Q1	$40.7K	Sell	47 -1	-2%	-$893	0.03%	85
2025 Q4	$39.4K	Sell	48 -32	-40%	-$26.1K	0.03%	84
2025 Q3	$61.8K	Hold	80	–	–	0.04%	66
2025 Q2	$58.6K	Sell	80 -38	-32%	-$26.8K	0.04%	73
2025 Q1	$79.4K	Buy	+118	New	+$73K	0.05%	49

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

Sarver Vrooman Wealth Advisors's MCK Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its McKesson (MCK) stake by 2.1% in Q2 2026, selling an estimated $793 and leaving 46 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #93.

Sarver Vrooman Wealth Advisors first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $79.4K in Q1 2025. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Sarver Vrooman Wealth Advisors held 46 shares of McKesson worth $35.8K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 1 McKesson share in Q2 2026, an estimated $793.
McKesson made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Sarver Vrooman Wealth Advisors first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's McKesson position peaked at $79.4K in Q1 2025.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.