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Vista Investment Partners II’s McKesson MCK Stock Holding History

Vista Investment Partners II’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 		$543K Sell
718
-10
-1% -$7.93K 0.21% 95
2026
Q1 		$630K Sell
728
-16
-2% -$14.3K 0.28% 77
2025
Q4 		$610K Hold
744
– – 0.26% 85
2025
Q3 		$575K Buy
744
+5
+0.7% +$3.52K 0.27% 78
2025
Q2 		$542K Hold
739
– – 0.26% 78
2025
Q1 		$497K Sell
739
-157
-18% -$97.1K 0.28% 82
2024
Q4 		$511K Buy
+896
New +$502K 0.3% 76

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Vista Investment Partners II's MCK Position: Q2 2026 in Review

Vista Investment Partners II reduced its McKesson (MCK) stake by 1.4% in Q2 2026, selling an estimated $7.93K and leaving 718 shares worth $543K. The position accounts for 0.21% of the portfolio, ranked #95.

Vista Investment Partners II first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Vista Investment Partners II held 718 shares of McKesson worth $543K as of Q2 2026.
  • Vista Investment Partners II sold 10 McKesson shares in Q2 2026, an estimated $7.93K.
  • McKesson made up 0.21% of Vista Investment Partners II's portfolio in Q2 2026, its #95 holding.
  • Vista Investment Partners II first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's McKesson position peaked at $630K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.