TFA
MCK icon

Toth Financial Advisory’s McKesson MCK Stock Holding History

Toth Financial Advisory’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 		$12.3M Buy
16,247
+410
+3% +$325K 1.2% 22
2026
Q1 		$13.7M Sell
15,837
-507
-3% -$453K 1.5% 14
2025
Q4 		$13.4M Sell
16,344
-183
-1% -$149K 1.46% 16
2025
Q3 		$12.8M Buy
16,527
+565
+4% +$398K 1.38% 21
2025
Q2 		$11.7M Sell
15,962
-1,221
-7% -$862K 1.36% 19
2025
Q1 		$11.6M Buy
17,183
+1,104
+7% +$683K 1.39% 16
2024
Q4 		$9.16M Buy
16,079
+527
+3% +$295K 1.08% 28
2024
Q3 		$7.69M Sell
15,552
-144
-0.9% -$80.2K 0.91% 40
2024
Q2 		$9.17M Sell
15,696
-1,452
-8% -$808K 1.17% 26
2024
Q1 		$9.21M Sell
17,148
-1,155
-6% -$586K 1.15% 28
2023
Q4 		$8.47M Buy
18,303
+898
+5% +$408K 1.15% 27
2023
Q3 		$7.57M Buy
17,405
+277
+2% +$117K 1.15% 27
2023
Q2 		$7.32M Buy
17,128
+990
+6% +$381K 1.06% 32
2023
Q1 		$5.75M Sell
16,138
-36
-0.2% -$13K 0.9% 40
2022
Q4 		$6.07M Buy
16,174
+1,567
+11% +$584K 0.98% 39
2022
Q3 		$4.96M Sell
14,607
-1,549
-10% -$538K 0.9% 46
2022
Q2 		$5.27M Sell
16,156
-4,108
-20% -$1.31M 0.92% 43
2022
Q1 		$6.2M Sell
20,264
-2,051
-9% -$558K 0.93% 41
2021
Q4 		$5.55M Buy
22,315
+475
+2% +$104K 0.76% 47
2021
Q3 		$4.35M Buy
21,840
+2,741
+14% +$548K 0.66% 51
2021
Q2 		$3.65M Buy
19,099
+1,936
+11% +$374K 0.56% 63
2021
Q1 		$3.35M Buy
17,163
+2,091
+14% +$382K 0.53% 63
2020
Q4 		$2.62M Buy
15,072
+1,295
+9% +$216K 0.45% 71
2020
Q3 		$2.05M Buy
13,777
+4,564
+50% +$693K 0.39% 71
2020
Q2 		$1.41M Buy
9,213
+6,517
+242% +$941K 0.31% 79
2020
Q1 		$365K Buy
+2,696
New +$395K 0.11% 107

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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

Toth Financial Advisory's MCK Position: Q2 2026 in Review

Toth Financial Advisory increased its McKesson (MCK) stake by 2.6% in Q2 2026, buying an estimated $325K and bringing the position to 16,247 shares worth $12.3M. The position accounts for 1.2% of the portfolio, ranked #22.

Toth Financial Advisory first reported a position in MCK in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.7M in Q1 2026. 401 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Toth Financial Advisory held 16,247 shares of McKesson worth $12.3M as of Q2 2026.
  • Toth Financial Advisory bought 410 McKesson shares in Q2 2026, an estimated $325K.
  • McKesson made up 1.2% of Toth Financial Advisory's portfolio in Q2 2026, its #22 holding.
  • Toth Financial Advisory first reported a position in McKesson in Q1 2020 and has held it in 26 quarters since.
  • Toth Financial Advisory's McKesson position peaked at $13.7M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.