Union Savings Bank’s McKesson MCK Stock Holding History

Union Savings Bank’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	$283K	Sell	375 -8	-2%	-$6.34K	0.11%	103
2026 Q1	$331K	Hold	383	–	–	0.15%	96
2025 Q4	$314K	Buy	+383	New	+$313K	0.14%	101
2025 Q2	$266K	Hold	383	–	–	0.12%	113
2025 Q1	$258K	Hold	383	–	–	0.13%	113
2024 Q4	$218K	Hold	383	–	–	0.11%	120
2024 Q3	$189K	Buy	383 +8	+2%	+$4.46K	0.09%	130
2024 Q2	$219K	Hold	375	–	–	0.12%	119
2024 Q1	$201K	Hold	375	–	–	0.11%	122
2023 Q4	$174K	Buy	375 +275	+275%	+$125K	0.1%	131
2023 Q3	$43.5K	Hold	100	–	–	0.03%	213
2023 Q2	$40.2K	Buy	+100	New	+$38.4K	0.02%	217

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

Union Savings Bank's MCK Position: Q2 2026 in Review

Union Savings Bank reduced its McKesson (MCK) stake by 2.1% in Q2 2026, selling an estimated $6.34K and leaving 375 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #103.

Union Savings Bank first reported a position in MCK in Q2 2023 and has held it in 12 quarters since. The position peaked at $331K in Q1 2026. 801 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Union Savings Bank held 375 shares of McKesson worth $283K as of Q2 2026.
Union Savings Bank sold 8 McKesson shares in Q2 2026, an estimated $6.34K.
McKesson made up 0.11% of Union Savings Bank's portfolio in Q2 2026, its #103 holding.
Union Savings Bank first reported a position in McKesson in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's McKesson position peaked at $331K in Q1 2026.
801 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.