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Security National Bank’s McKesson MCK Stock Holding History

Security National Bank’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 		$5.29K Buy
7
+3
+75% +$2.38K ﹤0.01% 341
2026
Q1 		$3.46K Hold
4
– – ﹤0.01% 362
2025
Q4 		$3.28K Hold
4
– – ﹤0.01% 341
2025
Q3 		$3.09K Buy
+4
New +$2.82K ﹤0.01% 352

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

Security National Bank's MCK Position: Q2 2026 in Review

Security National Bank increased its McKesson (MCK) stake by 75% in Q2 2026, buying an estimated $2.38K and bringing the position to 7 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Security National Bank first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Security National Bank held 7 shares of McKesson worth $5.29K as of Q2 2026.
  • Security National Bank bought 3 McKesson shares in Q2 2026, an estimated $2.38K.
  • McKesson made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #341 holding.
  • Security National Bank first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • 512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.