Wellspring Financial Advisors’s McKesson MCK Stock Holding History

Wellspring Financial Advisors’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	-686	Closed	-$594K	–	301
2026 Q1	$594K	Sell	686 -313	-31%	-$279K	0.04%	145
2025 Q4	$819K	Buy	+999	New	+$815K	0.06%	100
2025 Q3	–	Sell	-361	Closed	-$265K	–	192
2025 Q2	$265K	Sell	361 -52	-13%	-$36.7K	0.03%	119
2025 Q1	$278K	Buy	413 +7	+2%	+$4.33K	0.03%	101
2024 Q4	$231K	Sell	406 -102	-20%	-$57.1K	0.02%	121
2024 Q3	$251K	Buy	508 +56	+12%	+$31.2K	0.03%	127
2024 Q2	$264K	Buy	+452	New	+$252K	0.04%	113

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellspring Financial Advisors's MCK Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 686 shares — an estimated $594K sold.

Wellspring Financial Advisors first reported a position in MCK in Q2 2024 and held it in 7 quarters. The position peaked at $819K in Q4 2025. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Wellspring Financial Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Wellspring Financial Advisors sold 686 McKesson shares in Q2 2026, an estimated $594K.
Wellspring Financial Advisors first reported a position in McKesson in Q2 2024 and held it in 7 quarters.
Wellspring Financial Advisors's McKesson position peaked at $819K in Q4 2025.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.