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Western Financial Corp’s McKesson MCK Stock Holding History

Western Financial Corp’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 		$798K Buy
1,056
+141
+15% +$112K 0.23% 74
2026
Q1 		$792K Sell
915
-237
-21% -$212K 0.31% 65
2025
Q4 		$945K Sell
1,152
-79
-6% -$64.5K 0.37% 59
2025
Q3 		$951K Buy
1,231
+28
+2% +$19.7K 0.41% 62
2025
Q2 		$882K Sell
1,203
-86
-7% -$60.7K 0.47% 60
2025
Q1 		$867K Sell
1,289
-306
-19% -$189K 0.5% 60
2024
Q4 		$909K Buy
1,595
+66
+4% +$37K 0.5% 50
2024
Q3 		$756K Sell
1,529
-79
-5% -$44K 0.43% 72
2024
Q2 		$939K Sell
1,608
-75
-4% -$41.8K 0.57% 53
2024
Q1 		$904K Sell
1,683
-123
-7% -$62.5K 0.55% 53
2023
Q4 		$836K Sell
1,806
-281
-13% -$128K 0.56% 39
2023
Q3 		$907K Sell
2,087
-248
-11% -$105K 0.67% 29
2023
Q2 		$998K Sell
2,335
-134
-5% -$51.5K 0.68% 26
2023
Q1 		$879K Buy
2,469
+10
+0.4% +$3.61K 0.63% 28
2022
Q4 		$922K Sell
2,459
-49
-2% -$18.3K 0.6% 32
2022
Q3 		$852K Sell
2,508
-259
-9% -$89.9K 0.6% 31
2022
Q2 		$903K Sell
2,767
-123
-4% -$39.4K 0.64% 30
2022
Q1 		$885K Buy
+2,890
New +$786K 0.51% 44

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Western Financial Corp's MCK Position: Q2 2026 in Review

Western Financial Corp increased its McKesson (MCK) stake by 15% in Q2 2026, buying an estimated $112K and bringing the position to 1,056 shares worth $798K. The position accounts for 0.23% of the portfolio, ranked #74.

Western Financial Corp first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $998K in Q2 2023. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Western Financial Corp held 1,056 shares of McKesson worth $798K as of Q2 2026.
  • Western Financial Corp bought 141 McKesson shares in Q2 2026, an estimated $112K.
  • McKesson made up 0.23% of Western Financial Corp's portfolio in Q2 2026, its #74 holding.
  • Western Financial Corp first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
  • Western Financial Corp's McKesson position peaked at $998K in Q2 2023.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.