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Sompo Asset Management’s McKesson MCK Stock Holding History

Sompo 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 		$438K Sell
580
-70
-11% -$55.5K 0.07% 139
2026
Q1 		$562K Buy
650
+20
+3% +$17.9K 0.1% 123
2025
Q4 		$517K Sell
630
-100
-14% -$81.6K 0.09% 131
2025
Q3 		$564K Sell
730
-20
-3% -$14.1K 0.1% 130
2025
Q2 		$550K Sell
750
-190
-20% -$134K 0.1% 135
2025
Q1 		$633K Hold
940
– – 0.12% 117
2024
Q4 		$536K Buy
940
+270
+40% +$151K 0.09% 131
2024
Q3 		$331K Buy
670
+10
+2% +$5.57K 0.05% 173
2024
Q2 		$385K Buy
660
+40
+6% +$22.3K 0.07% 157
2024
Q1 		$333K Hold
620
– – 0.05% 172
2023
Q4 		$287K Sell
620
-200
-24% -$90.9K 0.05% 178
2023
Q3 		$357K Buy
820
+70
+9% +$29.5K 0.08% 159
2023
Q2 		$320K Hold
750
– – 0.06% 147
2023
Q1 		$267K Sell
750
-150
-17% -$54.2K 0.06% 155
2022
Q4 		$338K Sell
900
-120
-12% -$44.8K 0.08% 148
2022
Q3 		$346K Sell
1,020
-1,400
-58% -$486K 0.09% 142
2022
Q2 		$789K Sell
2,420
-2,050
-46% -$656K 0.2% 95
2022
Q1 		$1.37M Sell
4,470
-1,050
-19% -$286K 0.3% 77
2021
Q4 		$1.37M Sell
5,520
-2,980
-35% -$654K 0.27% 84
2021
Q3 		$1.69M Sell
8,500
-4,200
-33% -$840K 0.39% 73
2021
Q2 		$2.43M Buy
12,700
+360
+3% +$69.5K 0.5% 61
2021
Q1 		$2.41M Sell
12,340
-2,780
-18% -$507K 0.55% 58
2020
Q4 		$2.63M Sell
15,120
-100
-0.7% -$16.7K 0.57% 62
2020
Q3 		$2.27M Sell
15,220
-3,590
-19% -$545K 0.55% 62
2020
Q2 		$2.89M Sell
18,810
-2,570
-12% -$371K 0.73% 50
2020
Q1 		$2.89M Buy
21,380
+5,270
+33% +$772K 0.77% 43
2019
Q4 		$2.23M Buy
16,110
+2,220
+16% +$314K 0.52% 61
2019
Q3 		$1.9M Sell
13,890
-270
-2% -$38.3K 0.47% 62
2019
Q2 		$1.9M Buy
14,160
+170
+1% +$21.2K 0.56% 55
2019
Q1 		$1.64M Sell
13,990
-2,620
-16% -$323K 0.51% 59
2018
Q4 		$1.83M Sell
16,610
-9,750
-37% -$1.22M 0.54% 59
2018
Q3 		$3.5M Buy
26,360
+8,000
+44% +$1.04M 0.72% 52
2018
Q2 		$2.45M Sell
18,360
-18,690
-50% -$2.73M 0.55% 62
2018
Q1 		$5.22M Sell
37,050
-5,380
-13% -$838K 0.85% 47
2017
Q4 		$6.62M Buy
42,430
+1,880
+5% +$279K 0.97% 46
2017
Q3 		$6.23M Buy
40,550
+2,180
+6% +$340K 0.95% 46
2017
Q2 		$6.31M Sell
38,370
-1,570
-4% -$238K 0.95% 46
2017
Q1 		$5.92M Sell
39,940
-820
-2% -$120K 0.74% 56
2016
Q4 		$5.72M Buy
+40,760
New +$6M 0.75% 62

Other funds holding MCK

Swedbank
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
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
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
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sompo Asset Management's MCK Position: Q2 2026 in Review

Sompo Asset Management reduced its McKesson (MCK) stake by 11% in Q2 2026, selling an estimated $55.5K and leaving 580 shares worth $438K. The position accounts for 0.07% of the portfolio, ranked #139.

Sompo Asset Management first reported a position in MCK in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.62M in Q4 2017. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sompo Asset Management held 580 shares of McKesson worth $438K as of Q2 2026.
  • Sompo Asset Management sold 70 McKesson shares in Q2 2026, an estimated $55.5K.
  • McKesson made up 0.07% of Sompo Asset Management's portfolio in Q2 2026, its #139 holding.
  • Sompo Asset Management first reported a position in McKesson in Q4 2016 and has held it in 39 quarters since.
  • Sompo Asset Management's McKesson position peaked at $6.62M in Q4 2017.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.