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Unique Wealth Strategies’s McKesson MCK Stock Holding History

Unique Wealth Strategies’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 		$1.15M Sell
1,522
-460
-23% -$365K 0.42% 53
2026
Q1 		$1.71M Buy
1,982
+218
+12% +$195K 0.7% 27
2025
Q4 		$1.45M Sell
1,764
-28
-2% -$22.9K 0.56% 41
2025
Q3 		$1.38M Sell
1,792
-813
-31% -$573K 0.54% 41
2025
Q2 		$1.91M Buy
2,605
+798
+44% +$563K 0.79% 26
2025
Q1 		$1.22M Sell
1,807
-57
-3% -$35.2K 0.55% 43
2024
Q4 		$1.06M Sell
1,864
-49
-3% -$27.4K 0.46% 50
2024
Q3 		$946K Buy
1,913
+66
+4% +$36.8K 0.4% 67
2024
Q2 		$992K Hold
1,847
– – 0.46% 55
2024
Q1 		$992K Sell
1,847
-242
-12% -$123K 0.49% 55
2023
Q4 		$967K Buy
+2,089
New +$950K 0.65% 41

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

Unique Wealth Strategies's MCK Position: Q2 2026 in Review

Unique Wealth Strategies reduced its McKesson (MCK) stake by 23% in Q2 2026, selling an estimated $365K and leaving 1,522 shares worth $1.15M. The position accounts for 0.42% of the portfolio, ranked #53.

Unique Wealth Strategies first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q2 2025. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Unique Wealth Strategies held 1,522 shares of McKesson worth $1.15M as of Q2 2026.
  • Unique Wealth Strategies sold 460 McKesson shares in Q2 2026, an estimated $365K.
  • McKesson made up 0.42% of Unique Wealth Strategies's portfolio in Q2 2026, its #53 holding.
  • Unique Wealth Strategies first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's McKesson position peaked at $1.91M in Q2 2025.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.