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TCI Wealth Advisors’s McKesson MCK Stock Holding History

TCI Wealth Advisors’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 		$2.07M Sell
2,737
-1
-0% -$793 0.09% 70
2026
Q1 		$2.37M Buy
2,738
+1,201
+78% +$1.07M 0.13% 63
2025
Q4 		$1.26M Buy
1,537
+22
+1% +$18K 0.07% 85
2025
Q3 		$1.17M Buy
1,515
+1
+0.1% +$704 0.07% 96
2025
Q2 		$1.11M Buy
1,514
+2
+0.1% +$1.41K 0.08% 91
2025
Q1 		$1.02M Sell
1,512
-19
-1% -$11.7K 0.08% 80
2024
Q4 		$873K Buy
1,531
+1
+0.1% +$560 0.07% 87
2024
Q3 		$756K Buy
1,530
+10
+0.7% +$5.57K 0.06% 96
2024
Q2 		$888K Sell
1,520
-11
-0.7% -$6.12K 0.08% 85
2024
Q1 		$822K Buy
1,531
+19
+1% +$9.65K 0.08% 89
2023
Q4 		$700K Sell
1,512
-3
-0.2% -$1.36K 0.07% 93
2023
Q3 		$659K Buy
1,515
+7
+0.5% +$2.95K 0.08% 90
2023
Q2 		$644K Hold
1,508
– – 0.08% 94
2023
Q1 		$537K Hold
1,508
– – 0.07% 102
2022
Q4 		$566K Sell
1,508
-2
-0.1% -$746 0.08% 92
2022
Q3 		$513K Buy
1,510
+1
+0.1% +$347 0.08% 94
2022
Q2 		$492K Buy
1,509
+14
+0.9% +$4.48K 0.08% 102
2022
Q1 		$458K Sell
1,495
-280
-16% -$76.1K 0.07% 108
2021
Q4 		$441K Hold
1,775
– – 0.07% 110
2021
Q3 		$354K Buy
1,775
+2
+0.1% +$400 0.05% 134
2021
Q2 		$339K Buy
1,773
+6
+0.3% +$1.16K 0.06% 144
2021
Q1 		$345K Buy
1,767
+6
+0.3% +$1.09K 0.15% 126
2020
Q4 		$306K Sell
1,761
-3
-0.2% -$500 0.14% 130
2020
Q3 		$263K Sell
1,764
-23
-1% -$3.49K 0.1% 136
2020
Q2 		$274K Buy
1,787
+255
+17% +$36.8K 0.12% 120
2020
Q1 		$207K Buy
1,532
+2
+0.1% +$293 0.1% 141
2019
Q4 		$212K Sell
1,530
-6
-0.4% -$848 0.08% 166
2019
Q3 		$210K Buy
1,536
+11
+0.7% +$1.56K 0.09% 139
2019
Q2 		$205K Buy
1,525
+13
+0.9% +$1.62K 0.09% 141
2019
Q1 		$177K Hold
1,512
– – 0.08% 168
2018
Q4 		$167K Sell
1,512
-13
-0.9% -$1.62K 0.08% 157
2018
Q3 		$202K Sell
1,525
-8
-0.5% -$1.04K 0.08% 147
2018
Q2 		$205K Buy
1,533
+8
+0.5% +$1.17K 0.09% 144
2018
Q1 		$215K Sell
1,525
-100
-6% -$15.6K 0.1% 136
2017
Q4 		$253K Buy
1,625
+100
+7% +$14.8K 0.11% 135
2017
Q3 		$234K Hold
1,525
– – 0.11% 126
2017
Q2 		$251K Sell
1,525
-6
-0.4% -$910 0.13% 115
2017
Q1 		$227K Hold
1,531
– – 0.12% 119
2016
Q4 		$215K Hold
1,531
– – 0.11% 130
2016
Q3 		$255K Sell
1,531
-220
-13% -$41K 0.14% 105
2016
Q2 		$327K Sell
1,751
-85
-5% -$14.9K 0.18% 91
2016
Q1 		$289K Buy
1,836
+64
+4% +$10.3K 0.16% 100
2015
Q4 		$349K Hold
1,772
– – 0.19% 88
2015
Q3 		$328K Buy
1,772
+1,370
+341% +$290K 0.2% 89
2015
Q2 		$90K Sell
402
-38
-9% -$8.79K 0.05% 201
2015
Q1 		$100K Sell
440
-120
-21% -$26.6K 0.06% 175
2014
Q4 		$116K Hold
560
– – 0.07% 165
2014
Q3 		$109K Hold
560
– – 0.07% 162
2014
Q2 		$104K Hold
560
– – 0.06% 166
2014
Q1 		$99K Hold
560
– – 0.06% 169
2013
Q4 		$90K Hold
560
– – 0.06% 173
2013
Q3 		$72K Hold
560
– – 0.05% 180
2013
Q2 		$64K Buy
+560
New +$62.3K 0.05% 198

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCI Wealth Advisors's MCK Position: Q2 2026 in Review

TCI Wealth Advisors reduced its McKesson (MCK) stake by 0.04% in Q2 2026, selling an estimated $793 and leaving 2,737 shares worth $2.07M. The position accounts for 0.09% of the portfolio, ranked #70.

TCI Wealth Advisors first reported a position in MCK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.37M in Q1 2026. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • TCI Wealth Advisors held 2,737 shares of McKesson worth $2.07M as of Q2 2026.
  • TCI Wealth Advisors sold 1 McKesson share in Q2 2026, an estimated $793.
  • McKesson made up 0.09% of TCI Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • TCI Wealth Advisors first reported a position in McKesson in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's McKesson position peaked at $2.37M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.