UAS
MCK icon

United Asset Strategies’s McKesson MCK Stock Holding History

United Asset 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 		$8.64M Buy
11,435
+108
+1% +$85.6K 0.61% 45
2026
Q1 		$9.8M Sell
11,327
-4,022
-26% -$3.59M 0.78% 43
2025
Q4 		$12.6M Sell
15,349
-217
-1% -$177K 0.97% 34
2025
Q3 		$12M Buy
15,566
+164
+1% +$115K 0.96% 35
2025
Q2 		$11.3M Sell
15,402
-1,704
-10% -$1.2M 0.96% 34
2025
Q1 		$11.5M Buy
17,106
+260
+2% +$161K 1.07% 32
2024
Q4 		$9.6M Buy
16,846
+592
+4% +$332K 0.88% 36
2024
Q3 		$8.04M Buy
16,254
+466
+3% +$259K 0.75% 43
2024
Q2 		$9.22M Sell
15,788
-4,328
-22% -$2.41M 0.91% 39
2024
Q1 		$10.8M Sell
20,116
-14
-0.1% -$7.11K 1.08% 35
2023
Q4 		$9.32M Sell
20,130
-140
-0.7% -$63.7K 1.05% 36
2023
Q3 		$8.81M Sell
20,270
-212
-1% -$89.3K 1.14% 30
2023
Q2 		$8.75M Buy
20,482
+87
+0.4% +$33.4K 1.09% 33
2023
Q1 		$7.26M Sell
20,395
-173
-0.8% -$62.5K 0.96% 35
2022
Q4 		$7.72M Sell
20,568
-449
-2% -$167K 1.08% 31
2022
Q3 		$7.14M Sell
21,017
-83
-0.4% -$28.8K 1.1% 36
2022
Q2 		$6.88M Sell
21,100
-14,201
-40% -$4.54M 1% 40
2022
Q1 		$10.8M Sell
35,301
-15,610
-31% -$4.25M 1.37% 22
2021
Q4 		$12.7M Buy
50,911
+350
+0.7% +$76.8K 1.51% 20
2021
Q3 		$10.1M Buy
50,561
+2,465
+5% +$493K 1.3% 28
2021
Q2 		$9.2M Buy
48,096
+1,687
+4% +$326K 1.23% 32
2021
Q1 		$9.05M Buy
46,409
+6,089
+15% +$1.11M 1.31% 31
2020
Q4 		$7.01M Buy
40,320
+2,704
+7% +$450K 1.1% 36
2020
Q3 		$5.6M Sell
37,616
-626
-2% -$95K 1.03% 37
2020
Q2 		$5.87M Buy
38,242
+22,850
+148% +$3.3M 1.16% 32
2020
Q1 		$2.08M Sell
15,392
-11,560
-43% -$1.69M 0.52% 50
2019
Q4 		$3.73M Buy
26,952
+1,149
+4% +$162K 0.72% 47
2019
Q3 		$3.53M Buy
25,803
+421
+2% +$59.7K 0.77% 45
2019
Q2 		$3.41M Buy
25,382
+4,841
+24% +$604K 0.78% 45
2019
Q1 		$2.4M Buy
20,541
+2,041
+11% +$252K 0.57% 55
2018
Q4 		$2.04M Buy
+18,500
New +$2.31M 0.56% 53

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

United Asset Strategies's MCK Position: Q2 2026 in Review

United Asset Strategies increased its McKesson (MCK) stake by 0.95% in Q2 2026, buying an estimated $85.6K and bringing the position to 11,435 shares worth $8.64M. The position accounts for 0.61% of the portfolio, ranked #45.

United Asset Strategies first reported a position in MCK in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.7M in Q4 2021. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • United Asset Strategies held 11,435 shares of McKesson worth $8.64M as of Q2 2026.
  • United Asset Strategies bought 108 McKesson shares in Q2 2026, an estimated $85.6K.
  • McKesson made up 0.61% of United Asset Strategies's portfolio in Q2 2026, its #45 holding.
  • United Asset Strategies first reported a position in McKesson in Q4 2018 and has held it in 31 quarters since.
  • United Asset Strategies's McKesson position peaked at $12.7M in Q4 2021.
  • 691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.