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Valeo Financial Advisors’s McKesson MCK Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-500
Closed -$285K – 735
2024
Q4 		$285K Buy
+500
New +$280K 0.01% 556

Other funds holding MCK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Valeo Financial Advisors's MCK Position: Q2 2026 in Review

Valeo Financial Advisors increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $92K and bringing the position to 1,160 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #326.

Valeo Financial Advisors first reported a position in MCK in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.25M in Q4 2025. 1,091 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Valeo Financial Advisors held 1,160 shares of McKesson worth $876K as of Q2 2026.
  • Valeo Financial Advisors bought 116 McKesson shares in Q2 2026, an estimated $92K.
  • McKesson made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #326 holding.
  • Valeo Financial Advisors first reported a position in McKesson in Q3 2017 and has held it in 32 quarters since.
  • Valeo Financial Advisors's McKesson position peaked at $1.25M in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.