Sheets Smith Wealth Management’s McKesson MCK Stock Holding History

Sheets Smith 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	$262K	Buy	+347	New	+$275K	0.03%	364
2015 Q3	–	Sell	-5,493	Closed	-$1.24M	–	226
2015 Q2	$1.24M	Sell	5,493 -30	-0.5%	-$6.94K	0.34%	89
2015 Q1	$1.25M	Sell	5,523 -47	-0.8%	-$10.4K	0.34%	84
2014 Q4	$1.16M	Buy	5,570 +609	+12%	+$124K	0.3%	97
2014 Q3	$966K	Buy	+4,961	New	+$955K	0.26%	118

Other funds holding MCK

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

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return