Schwarz Dygos Wheeler Investment Advisors’s McKesson MCK Stock Holding History

Schwarz Dygos Wheeler Investment 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	$408K	Sell	540 -10	-2%	-$7.93K	0.08%	120
2026 Q1	$476K	Sell	550 -40	-7%	-$35.7K	0.1%	108
2025 Q4	$484K	Sell	590 -50	-8%	-$40.8K	0.1%	107
2025 Q3	$494K	Hold	640	–	–	0.1%	104
2025 Q2	$469K	Hold	640	–	–	0.11%	106
2025 Q1	$431K	Hold	640	–	–	0.1%	112
2024 Q4	$365K	Hold	640	–	–	0.09%	117
2024 Q3	$316K	Hold	640	–	–	0.08%	116
2024 Q2	$374K	Hold	640	–	–	0.1%	106
2024 Q1	$344K	Buy	640 +10	+2%	+$5.08K	0.1%	113
2023 Q4	$292K	Hold	630	–	–	0.09%	122
2023 Q3	$274K	Hold	630	–	–	0.09%	116
2023 Q2	$269K	Hold	630	–	–	0.09%	120
2023 Q1	$224K	Hold	630	–	–	0.08%	122
2022 Q4	$236K	Hold	630	–	–	0.09%	109
2022 Q3	$214K	Hold	630	–	–	0.09%	107
2022 Q2	$206K	Buy	+630	New	+$202K	0.08%	121

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MCK Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its McKesson (MCK) stake by 1.8% in Q2 2026, selling an estimated $7.93K and leaving 540 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #120.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MCK in Q2 2022 and has held it in 17 quarters since. The position peaked at $494K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 540 shares of McKesson worth $408K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 10 McKesson shares in Q2 2026, an estimated $7.93K.
McKesson made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #120 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in McKesson in Q2 2022 and has held it in 17 quarters since.
Schwarz Dygos Wheeler Investment Advisors's McKesson position peaked at $494K in Q3 2025.
1,282 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.