Sivia Capital Partners’s McKesson MCK Stock Holding History

Sivia Capital Partners’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	–	Sell	-926	Closed	-$801K	–	584
2026 Q1	$801K	Buy	926 +221	+31%	+$197K	0.16%	174
2025 Q4	$578K	Buy	705 +85	+14%	+$69.4K	0.12%	228
2025 Q3	$479K	Sell	620 -65	-9%	-$45.8K	0.14%	183
2025 Q2	$502K	Buy	685 +300	+78%	+$212K	0.17%	125
2025 Q1	$259K	Buy	+385	New	+$238K	0.12%	192
2024 Q3	–	Sell	-362	Closed	-$211K	–	225
2024 Q2	$211K	Sell	362 -504	-58%	-$281K	0.14%	166
2024 Q1	$465K	Buy	866 +1	+0.1%	+$508	0.32%	53
2023 Q4	$400K	Buy	+865	New	+$393K	0.31%	58

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

Sivia Capital Partners's MCK Position: Q2 2026 in Review

Sivia Capital Partners sold out of McKesson (MCK) in Q2 2026, closing a stake of 926 shares — an estimated $801K sold.

Sivia Capital Partners first reported a position in MCK in Q4 2023 and held it in 8 quarters. The position peaked at $801K in Q1 2026. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Sivia Capital Partners reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Sivia Capital Partners sold 926 McKesson shares in Q2 2026, an estimated $801K.
Sivia Capital Partners first reported a position in McKesson in Q4 2023 and held it in 8 quarters.
Sivia Capital Partners's McKesson position peaked at $801K in Q1 2026.
512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.