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Wealthcare Advisory Partners’s McKesson MCK Stock Holding History

Wealthcare Advisory Partners’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 		$1.35M Sell
1,792
-435
-20% -$345K 0.03% 441
2026
Q1 		$1.93M Buy
2,227
+354
+19% +$316K 0.04% 378
2025
Q4 		$1.54M Buy
1,873
+13
+0.7% +$10.6K 0.03% 410
2025
Q3 		$1.44M Sell
1,860
-8
-0.4% -$5.63K 0.03% 414
2025
Q2 		$1.37M Sell
1,868
-8
-0.4% -$5.65K 0.03% 415
2025
Q1 		$1.26M Sell
1,876
-129
-6% -$79.8K 0.03% 395
2024
Q4 		$1.14M Buy
2,005
+15
+0.8% +$8.4K 0.03% 390
2024
Q3 		$984K Sell
1,990
-128
-6% -$71.3K 0.03% 424
2024
Q2 		$1.24M Buy
2,118
+692
+49% +$385K 0.04% 330
2024
Q1 		$766K Buy
1,426
+433
+44% +$220K 0.03% 448
2023
Q4 		$460K Sell
993
-1
-0.1% -$455 0.02% 501
2023
Q3 		$432K Buy
994
+14
+1% +$5.9K 0.02% 470
2023
Q2 		$419K Sell
980
-44
-4% -$16.9K 0.02% 483
2023
Q1 		$365K Buy
1,024
+72
+8% +$26K 0.02% 535
2022
Q4 		$357K Buy
952
+41
+5% +$15.3K 0.02% 497
2022
Q3 		$310K Sell
911
-60
-6% -$20.8K 0.02% 475
2022
Q2 		$317K Buy
971
+86
+10% +$27.5K 0.02% 416
2022
Q1 		$271K Buy
+885
New +$241K 0.02% 447
2021
Q2 		– Sell
-760
Closed -$148K – 1310
2021
Q1 		$148K Buy
+760
New +$139K 0.01% 555
2020
Q2 		– Sell
-524
Closed -$71K – 938
2020
Q1 		$71K Sell
524
-392
-43% -$57.4K 0.01% 440
2019
Q4 		$127K Buy
916
+111
+14% +$15.7K 0.02% 360
2019
Q3 		$110K Hold
805
– – 0.02% 357
2019
Q2 		$108K Hold
805
– – 0.02% 363
2019
Q1 		$94K Sell
805
-249
-24% -$30.7K 0.02% 345
2018
Q4 		$116K Hold
1,054
– – 0.02% 283
2018
Q3 		$140K Sell
1,054
-160
-13% -$20.9K 0.03% 272
2018
Q2 		$162K Buy
1,214
+160
+15% +$23.4K 0.03% 247
2018
Q1 		$148K Sell
1,054
-4
-0.4% -$623 0.03% 228
2017
Q4 		$165K Buy
1,058
+48
+5% +$7.11K 0.04% 196
2017
Q3 		$155K Buy
+1,010
New +$158K 0.05% 163

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
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

Wealthcare Advisory Partners's MCK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its McKesson (MCK) stake by 20% in Q2 2026, selling an estimated $345K and leaving 1,792 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #441.

Wealthcare Advisory Partners first reported a position in MCK in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.93M in Q1 2026. 496 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wealthcare Advisory Partners held 1,792 shares of McKesson worth $1.35M as of Q2 2026.
  • Wealthcare Advisory Partners sold 435 McKesson shares in Q2 2026, an estimated $345K.
  • McKesson made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #441 holding.
  • Wealthcare Advisory Partners first reported a position in McKesson in Q3 2017 and has held it in 30 quarters since.
  • Wealthcare Advisory Partners's McKesson position peaked at $1.93M in Q1 2026.
  • 496 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.