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Weatherly Asset Management’s McKesson MCK Stock Holding History

Weatherly Asset 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 		$4.9M Sell
6,479
-251
-4% -$199K 0.35% 51
2026
Q1 		$5.83M Buy
6,730
+2
+0% +$1.78K 0.47% 41
2025
Q4 		$5.52M Buy
6,728
+8
+0.1% +$6.53K 0.43% 44
2025
Q3 		$5.2M Sell
6,720
-162
-2% -$114K 0.43% 45
2025
Q2 		$5.05M Sell
6,882
-23
-0.3% -$16.2K 0.43% 43
2025
Q1 		$4.65M Hold
6,905
– – 0.42% 42
2024
Q4 		$3.94M Hold
6,905
– – 0.35% 49
2024
Q3 		$3.42M Hold
6,905
– – 0.3% 54
2024
Q2 		$4.04M Sell
6,905
-23
-0.3% -$12.8K 0.37% 46
2024
Q1 		$3.72M Sell
6,928
-100
-1% -$50.8K 0.36% 49
2023
Q4 		$3.26M Sell
7,028
-293
-4% -$133K 0.35% 55
2023
Q3 		$3.19M Sell
7,321
-140
-2% -$59K 0.38% 52
2023
Q2 		$3.19M Sell
7,461
-58
-0.8% -$22.3K 0.37% 51
2023
Q1 		$2.68M Sell
7,519
-90
-1% -$32.5K 0.35% 61
2022
Q4 		$2.86M Sell
7,609
-25
-0.3% -$9.32K 0.39% 50
2022
Q3 		$2.6M Sell
7,634
-10
-0.1% -$3.47K 0.37% 54
2022
Q2 		$2.5M Sell
7,644
-371
-5% -$119K 0.35% 58
2022
Q1 		$2.45M Hold
8,015
– – 0.29% 68
2021
Q4 		$1.99M Hold
8,015
– – 0.22% 79
2021
Q3 		$1.6M Sell
8,015
-75
-0.9% -$15K 0.19% 86
2021
Q2 		$1.55M Sell
8,090
-125
-2% -$24.1K 0.2% 88
2021
Q1 		$1.6M Sell
8,215
-50
-0.6% -$9.13K 0.22% 82
2020
Q4 		$1.44M Hold
8,265
– – 0.21% 84
2020
Q3 		$1.23M Sell
8,265
-25
-0.3% -$3.8K 0.2% 83
2020
Q2 		$1.27M Hold
8,290
– – 0.22% 78
2020
Q1 		$1.12M Sell
8,290
-369
-4% -$54K 0.25% 73
2019
Q4 		$1.2M Sell
8,659
-480
-5% -$67.8K 0.23% 86
2019
Q3 		$1.25M Sell
9,139
-1,834
-17% -$260K 0.27% 82
2019
Q2 		$1.48M Sell
10,973
-156
-1% -$19.5K 0.29% 73
2019
Q1 		$1.3M Sell
11,129
-881
-7% -$109K 0.27% 79
2018
Q4 		$1.33M Sell
12,010
-290
-2% -$36.2K 0.31% 71
2018
Q3 		$1.63M Hold
12,300
– – 0.33% 69
2018
Q2 		$1.64M Sell
12,300
-369
-3% -$54K 0.38% 66
2018
Q1 		$1.78M Sell
12,669
-47
-0.4% -$7.32K 0.42% 58
2017
Q4 		$1.98M Buy
12,716
+1,873
+17% +$277K 0.48% 54
2017
Q3 		$1.67M Sell
10,843
-150
-1% -$23.4K 0.44% 61
2017
Q2 		$1.81M Sell
10,993
-150
-1% -$22.7K 0.51% 49
2017
Q1 		$1.65M Sell
11,143
-105
-0.9% -$15.4K 0.49% 48
2016
Q4 		$1.58M Sell
11,248
-91
-0.8% -$13.4K 0.5% 52
2016
Q3 		$1.89M Sell
11,339
-83
-0.7% -$15.5K 0.63% 45
2016
Q2 		$2.13M Sell
11,422
-3,914
-26% -$687K 0.7% 38
2016
Q1 		$2.41M Sell
15,336
-25
-0.2% -$4.04K 0.83% 31
2015
Q4 		$3.03M Sell
15,361
-2
-0% -$378 1.07% 23
2015
Q3 		$2.84M Sell
15,363
-140
-0.9% -$29.7K 1.15% 21
2015
Q2 		$3.48M Sell
15,503
-75
-0.5% -$17.3K 1.33% 20
2015
Q1 		$3.52M Sell
15,578
-98
-0.6% -$21.7K 1.41% 19
2014
Q4 		$3.25M Sell
15,676
-151
-1% -$30.7K 1.37% 20
2014
Q3 		$3.08M Buy
15,827
+1
+0% +$192 1.33% 18
2014
Q2 		$2.95M Sell
15,826
-280
-2% -$49.8K 1.23% 20
2014
Q1 		$2.84M Sell
16,106
-300
-2% -$52.4K 1.32% 22
2013
Q4 		$2.65M Sell
16,406
-28,562
-64% -$4.39M 1.26% 24
2013
Q3 		$5.77M Buy
44,968
+465
+1% +$57.1K 2.93% 5
2013
Q2 		$5.1M Buy
+44,503
New +$4.95M 2.81% 5

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
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

Weatherly Asset Management's MCK Position: Q2 2026 in Review

Weatherly Asset Management reduced its McKesson (MCK) stake by 3.7% in Q2 2026, selling an estimated $199K and leaving 6,479 shares worth $4.9M. The position accounts for 0.35% of the portfolio, ranked #51.

Weatherly Asset Management first reported a position in MCK in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.83M in Q1 2026. 461 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Weatherly Asset Management held 6,479 shares of McKesson worth $4.9M as of Q2 2026.
  • Weatherly Asset Management sold 251 McKesson shares in Q2 2026, an estimated $199K.
  • McKesson made up 0.35% of Weatherly Asset Management's portfolio in Q2 2026, its #51 holding.
  • Weatherly Asset Management first reported a position in McKesson in Q2 2013 and has held it in 53 quarters since.
  • Weatherly Asset Management's McKesson position peaked at $5.83M in Q1 2026.
  • 461 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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