Wealth Enhancement Advisory Services
MCK icon

Wealth Enhancement Advisory Services’s McKesson MCK Stock Holding History

Wealth Enhancement Advisory Services’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 		$86.3M Buy
107,657
+1,042
+1% +$826K 0.14% 120
2026
Q1 		$93.6M Sell
106,615
-75,178
-41% -$67.1M 0.19% 100
2025
Q4 		$150M Sell
181,793
-1,960
-1% -$1.6M 0.2% 89
2025
Q3 		$138M Sell
183,753
-2,035
-1% -$1.43M 0.21% 91
2025
Q2 		$134M Buy
185,788
+2,530
+1% +$1.79M 0.22% 86
2025
Q1 		$123M Buy
183,258
+7,556
+4% +$4.67M 0.24% 81
2024
Q4 		$100M Sell
175,702
-3,909
-2% -$2.19M 0.19% 104
2024
Q3 		$88.8M Buy
179,611
+11,586
+7% +$6.45M 0.19% 112
2024
Q2 		$98.1M Sell
168,025
-13,993
-8% -$7.79M 0.23% 86
2024
Q1 		$97.7M Sell
182,018
-8,302
-4% -$4.22M 0.25% 88
2023
Q4 		$88.1M Sell
190,320
-17,106
-8% -$7.78M 0.26% 87
2023
Q3 		$90.2M Buy
+207,426
New +$87.4M 0.3% 73
2023
Q2 		– Sell
-5,440
Closed -$1.94M – 551
2023
Q1 		$1.94M Buy
5,440
+500
+10% +$181K 0.02% 230
2022
Q4 		$1.87M Buy
+4,940
New +$1.84M 0.02% 179
2020
Q2 		– Sell
-9,001
Closed -$1.26M – 240
2020
Q1 		$1.26M Buy
+9,001
New +$1.32M 0.05% 152
2016
Q4 		– Sell
-6,182
Closed -$1.02M – 164
2016
Q3 		$1.02M Buy
+6,182
New +$1.15M 0.15% 83

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
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
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's MCK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its McKesson (MCK) stake by 0.98% in Q2 2026, buying an estimated $826K and bringing the position to 107,657 shares worth $86.3M. The position accounts for 0.14% of the portfolio, ranked #120.

Wealth Enhancement Advisory Services first reported a position in MCK in Q3 2016 and has held it in 16 quarters since. The position peaked at $150M in Q4 2025. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 107,657 shares of McKesson worth $86.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,042 McKesson shares in Q2 2026, an estimated $826K.
  • McKesson made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #120 holding.
  • Wealth Enhancement Advisory Services first reported a position in McKesson in Q3 2016 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's McKesson position peaked at $150M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.