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West Branch Capital’s McKesson MCK Stock Holding History

West Branch Capital’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 		$756 Hold
1
– – ﹤0.01% 307
2026
Q1 		$866 Hold
1
– – ﹤0.01% 321
2025
Q4 		$821 Hold
1
– – ﹤0.01% 358
2025
Q3 		$773 Hold
1
– – ﹤0.01% 389
2025
Q2 		$733 Hold
1
– – ﹤0.01% 406
2025
Q1 		$673 Hold
1
– – ﹤0.01% 429
2024
Q4 		$570 Hold
1
– – ﹤0.01% 426
2024
Q3 		$495 Buy
+1
New +$557 ﹤0.01% 420

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

West Branch Capital's MCK Position: Q2 2026 in Review

West Branch Capital held its McKesson (MCK) position steady in Q2 2026 at 1 share worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #307.

West Branch Capital first reported a position in MCK in Q3 2024 and has held it in 8 quarters since. The position peaked at $866 in Q1 2026. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • West Branch Capital held 1 share of McKesson worth $756 as of Q2 2026.
  • West Branch Capital left its McKesson share count unchanged in Q2 2026.
  • McKesson made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #307 holding.
  • West Branch Capital first reported a position in McKesson in Q3 2024 and has held it in 8 quarters since.
  • West Branch Capital's McKesson position peaked at $866 in Q1 2026.
  • 512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.