Valued Wealth Advisors’s McKesson MCK Stock Holding History

Valued Wealth 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
2026 Q2	$36.4K	Buy	48 +2	+4%	+$1.59K	0.01%	140
2026 Q1	$39.9K	Buy	46 +3	+7%	+$2.68K	0.02%	114
2025 Q4	$35.4K	Hold	43	–	–	0.02%	114
2025 Q3	$33.3K	Hold	43	–	–	0.02%	113
2025 Q2	$31.6K	Hold	43	–	–	0.02%	118
2025 Q1	$29K	Hold	43	–	–	0.02%	127
2024 Q4	$24.6K	Hold	43	–	–	0.02%	138
2024 Q3	$21.3K	Buy	43 +2	+5%	+$1.11K	0.01%	141
2024 Q2	$24.1K	Hold	41	–	–	0.02%	113
2024 Q1	$22.2K	Hold	41	–	–	0.02%	118
2023 Q4	$17.9K	Buy	+41	New	+$18.6K	0.02%	90

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

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Valued Wealth Advisors's MCK Position: Q2 2026 in Review

Valued Wealth Advisors increased its McKesson (MCK) stake by 4.3% in Q2 2026, buying an estimated $1.59K and bringing the position to 48 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #140.

Valued Wealth Advisors first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.9K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Valued Wealth Advisors held 48 shares of McKesson worth $36.4K as of Q2 2026.
Valued Wealth Advisors bought 2 McKesson shares in Q2 2026, an estimated $1.59K.
McKesson made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Valued Wealth Advisors first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's McKesson position peaked at $39.9K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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