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Segment Wealth Management’s McKesson MCK Stock Holding History

Segment Wealth Management’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 		$23M Buy
30,383
+110
+0.4% +$87.2K 1.19% 23
2026
Q1 		$26.2M Sell
30,273
-57
-0.2% -$50.9K 1.54% 15
2025
Q4 		$24.9M Sell
30,330
-303
-1% -$247K 1.44% 15
2025
Q3 		$23.7M Buy
30,633
+13
+0% +$9.15K 1.42% 14
2025
Q2 		$22.4M Sell
30,620
-729
-2% -$514K 1.42% 16
2025
Q1 		$21.1M Sell
31,349
-279
-0.9% -$172K 1.43% 14
2024
Q4 		$18M Buy
31,628
+366
+1% +$205K 1.23% 21
2024
Q3 		$15.5M Buy
31,262
+67
+0.2% +$37.3K 1.06% 35
2024
Q2 		$18.2M Buy
31,195
+262
+0.8% +$146K 1.34% 15
2024
Q1 		$16.6M Buy
30,933
+1,020
+3% +$518K 1.26% 20
2023
Q4 		$13.8M Buy
29,913
+922
+3% +$419K 1.22% 22
2023
Q3 		$12.6M Buy
28,991
+322
+1% +$136K 1.28% 24
2023
Q2 		$12.3M Sell
28,669
-638
-2% -$245K 1.26% 19
2023
Q1 		$10.4M Buy
29,307
+299
+1% +$108K 1.18% 35
2022
Q4 		$10.9M Buy
29,008
+749
+3% +$279K 1.26% 29
2022
Q3 		$9.6M Buy
28,259
+1,333
+5% +$463K 1.2% 26
2022
Q2 		$8.78M Buy
+26,926
New +$8.61M 1.11% 37
2016
Q1 		– Sell
-1,300
Closed -$256K – 161
2015
Q4 		$256K Sell
1,300
-75
-5% -$14.2K 0.1% 128
2015
Q3 		$254K Hold
1,375
– – 0.1% 135
2015
Q2 		$309K Hold
1,375
– – 0.11% 132
2015
Q1 		$311K Hold
1,375
– – 0.1% 128
2014
Q4 		$285K Buy
+1,375
New +$279K 0.11% 123

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Segment Wealth Management's MCK Position: Q2 2026 in Review

Segment Wealth Management increased its McKesson (MCK) stake by 0.36% in Q2 2026, buying an estimated $87.2K and bringing the position to 30,383 shares worth $23M. The position accounts for 1.19% of the portfolio, ranked #23.

Segment Wealth Management first reported a position in MCK in Q4 2014 and has held it in 22 quarters since. The position peaked at $26.2M in Q1 2026. 406 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Segment Wealth Management held 30,383 shares of McKesson worth $23M as of Q2 2026.
  • Segment Wealth Management bought 110 McKesson shares in Q2 2026, an estimated $87.2K.
  • McKesson made up 1.19% of Segment Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Segment Wealth Management first reported a position in McKesson in Q4 2014 and has held it in 22 quarters since.
  • Segment Wealth Management's McKesson position peaked at $26.2M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.