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Venturi Wealth Management’s McKesson MCK Stock Holding History

Venturi Wealth Management’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 		$1.76M Buy
2,331
+34
+1% +$27K 0.07% 144
2026
Q1 		$1.99M Sell
2,297
-85
-4% -$75.9K 0.09% 122
2025
Q4 		$1.95M Buy
2,382
+17
+0.7% +$13.9K 0.09% 127
2025
Q3 		$1.83M Sell
2,365
-514
-18% -$362K 0.08% 126
2025
Q2 		$2.11M Buy
2,879
+137
+5% +$96.7K 0.1% 115
2025
Q1 		$1.85M Buy
2,742
+110
+4% +$68K 0.1% 127
2024
Q4 		$1.5M Buy
2,632
+80
+3% +$44.8K 0.07% 158
2024
Q3 		$1.26M Sell
2,552
-1,434
-36% -$799K 0.07% 164
2024
Q2 		$2.33M Buy
3,986
+941
+31% +$524K 0.14% 93
2024
Q1 		$1.63M Sell
3,045
-96
-3% -$48.7K 0.11% 113
2023
Q4 		$1.45M Sell
3,141
-258
-8% -$117K 0.1% 114
2023
Q3 		$1.48M Sell
3,399
-103
-3% -$43.4K 0.12% 106
2023
Q2 		$1.5M Sell
3,502
-422
-11% -$162K 0.12% 97
2023
Q1 		$1.4M Sell
3,924
-522
-12% -$189K 0.11% 108
2022
Q4 		$1.67M Buy
4,446
+903
+25% +$337K 0.15% 100
2022
Q3 		$1.21M Sell
3,543
-61
-2% -$21.2K 0.12% 109
2022
Q2 		$1.18M Sell
3,604
-139
-4% -$44.5K 0.11% 116
2022
Q1 		$1.15M Sell
3,743
-57
-2% -$15.5K 0.09% 133
2021
Q4 		$945K Hold
3,800
– – 0.07% 177
2021
Q3 		$758K Buy
3,800
+647
+21% +$129K 0.06% 205
2021
Q2 		$603K Buy
+3,153
New +$609K 0.05% 221
2019
Q2 		– Sell
-3,081
Closed -$366K – 252
2019
Q1 		$366K Buy
+3,081
New +$380K 0.05% 183

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
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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

Venturi Wealth Management's MCK Position: Q2 2026 in Review

Venturi Wealth Management increased its McKesson (MCK) stake by 1.5% in Q2 2026, buying an estimated $27K and bringing the position to 2,331 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #144.

Venturi Wealth Management first reported a position in MCK in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.33M in Q2 2024. 445 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Venturi Wealth Management held 2,331 shares of McKesson worth $1.76M as of Q2 2026.
  • Venturi Wealth Management bought 34 McKesson shares in Q2 2026, an estimated $27K.
  • McKesson made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Venturi Wealth Management first reported a position in McKesson in Q1 2019 and has held it in 22 quarters since.
  • Venturi Wealth Management's McKesson position peaked at $2.33M in Q2 2024.
  • 445 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.