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Waddell & Associates’s McKesson MCK Stock Holding History

Waddell & Associates’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 		– Sell
-384
Closed -$332K – 569
2026
Q1 		$332K Buy
384
+31
+9% +$27.7K 0.02% 315
2025
Q4 		$290K Buy
+353
New +$288K 0.02% 288

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

Waddell & Associates's MCK Position: Q2 2026 in Review

Waddell & Associates sold out of McKesson (MCK) in Q2 2026, closing a stake of 384 shares — an estimated $332K sold.

Waddell & Associates first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $332K in Q1 2026. 675 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Waddell & Associates reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 384 McKesson shares in Q2 2026, an estimated $332K.
  • Waddell & Associates first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
  • Waddell & Associates's McKesson position peaked at $332K in Q1 2026.
  • 675 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.