Unique Wealth’s McKesson MCK Stock Holding History

Unique Wealth’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	$841K	Sell	1,113 -313	-22%	-$248K	0.1%	111
2026 Q1	$1.23M	Sell	1,426 -1,513	-51%	-$1.35M	0.17%	77
2025 Q4	$2.41M	Sell	2,939 -1,014	-26%	-$827K	0.34%	59
2025 Q3	$3.05M	Buy	3,953 +1,810	+84%	+$1.27M	0.45%	52
2025 Q2	$1.57M	Buy	2,143 +95	+5%	+$67K	0.25%	72
2025 Q1	$1.38M	Buy	2,048 +376	+22%	+$232K	0.26%	71
2024 Q4	$953K	Buy	1,672 +152	+10%	+$85.1K	0.2%	70
2024 Q3	$752K	Buy	1,520 +130	+9%	+$72.4K	0.17%	68
2024 Q2	$812K	Buy	1,390 +201	+17%	+$112K	0.21%	55
2024 Q1	$638K	Buy	1,189 +376	+46%	+$191K	0.18%	57
2023 Q4	$376K	Buy	+813	New	+$370K	0.12%	62

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Unique Wealth's MCK Position: Q2 2026 in Review

Unique Wealth reduced its McKesson (MCK) stake by 22% in Q2 2026, selling an estimated $248K and leaving 1,113 shares worth $841K. The position accounts for 0.1% of the portfolio, ranked #111.

Unique Wealth first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q3 2025. 760 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Unique Wealth held 1,113 shares of McKesson worth $841K as of Q2 2026.
Unique Wealth sold 313 McKesson shares in Q2 2026, an estimated $248K.
McKesson made up 0.1% of Unique Wealth's portfolio in Q2 2026, its #111 holding.
Unique Wealth first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Unique Wealth's McKesson position peaked at $3.05M in Q3 2025.
760 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.