Shulman DeMeo Asset Management’s McKesson MCK Stock Holding History

Shulman DeMeo Asset 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	$343K	Sell	454 -1	-0.2%	-$793	0.06%	99
2026 Q1	$393K	Buy	455 +1	+0.2%	+$893	0.08%	86
2025 Q4	$373K	Hold	454	–	–	0.08%	80
2025 Q3	$351K	Hold	454	–	–	0.08%	84
2025 Q2	$333K	Sell	454 -5	-1%	-$3.53K	0.08%	88
2025 Q1	$309K	Hold	459	–	–	0.09%	87
2024 Q4	$262K	Hold	459	–	–	0.07%	99
2024 Q3	$235K	Buy	459 +1	+0.2%	+$557	0.06%	115
2024 Q2	$268K	Sell	458 -13	-3%	-$7.24K	0.07%	105
2024 Q1	$253K	Buy	471 +1	+0.2%	+$508	0.07%	110
2023 Q4	$218K	Buy	+470	New	+$214K	0.06%	117
2023 Q1	–	Sell	-541	Closed	-$203K	–	136
2022 Q4	$203K	Buy	+541	New	+$202K	0.07%	125

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

Shulman DeMeo Asset Management's MCK Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its McKesson (MCK) stake by 0.22% in Q2 2026, selling an estimated $793 and leaving 454 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #99.

Shulman DeMeo Asset Management first reported a position in MCK in Q4 2022 and has held it in 12 quarters since. The position peaked at $393K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Shulman DeMeo Asset Management held 454 shares of McKesson worth $343K as of Q2 2026.
Shulman DeMeo Asset Management sold 1 McKesson share in Q2 2026, an estimated $793.
McKesson made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #99 holding.
Shulman DeMeo Asset Management first reported a position in McKesson in Q4 2022 and has held it in 12 quarters since.
Shulman DeMeo Asset Management's McKesson position peaked at $393K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.