Trust Investment Advisors’s McKesson MCK Stock Holding History

Trust Investment 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	–	Sell	-335	Closed	-$290K	–	100
2026 Q1	$290K	Buy	+335	New	+$299K	0.17%	82
2025 Q2	–	Sell	-486	Closed	-$327K	–	134
2025 Q1	$327K	Buy	+486	New	+$300K	0.21%	79
2024 Q2	–	Sell	-599	Closed	-$321K	–	123
2024 Q1	$321K	Buy	599 +9	+2%	+$4.57K	0.23%	76
2023 Q4	$273K	Buy	+590	New	+$268K	0.21%	77
2023 Q1	–	Sell	-749	Closed	-$281K	–	113
2022 Q4	$281K	Sell	749 -89	-11%	-$33.2K	0.27%	74
2022 Q3	$285K	Buy	+838	New	+$291K	0.3%	73

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

Trust Investment Advisors's MCK Position: Q2 2026 in Review

Trust Investment Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 335 shares — an estimated $290K sold.

Trust Investment Advisors first reported a position in MCK in Q3 2022 and held it in 6 quarters. The position peaked at $327K in Q1 2025. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Trust Investment Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Trust Investment Advisors sold 335 McKesson shares in Q2 2026, an estimated $290K.
Trust Investment Advisors first reported a position in McKesson in Q3 2022 and held it in 6 quarters.
Trust Investment Advisors's McKesson position peaked at $327K in Q1 2025.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.