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Whitney & Co’s McKesson MCK Stock Holding History

Whitney & Co’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 		$399K Hold
528
– – 0.03% 133
2026
Q1 		$457K Hold
528
– – 0.04% 127
2025
Q4 		$433K Hold
528
– – 0.03% 125
2025
Q3 		$408K Hold
528
– – 0.04% 97
2025
Q2 		$387K Hold
528
– – 0.04% 100
2025
Q1 		$355K Sell
528
-97
-16% -$60K 0.04% 101
2024
Q4 		$356K Hold
625
– – 0.04% 96
2024
Q3 		$309K Hold
625
– – 0.03% 105
2024
Q2 		$365K Hold
625
– – 0.04% 93
2024
Q1 		$336K Sell
625
-50
-7% -$25.4K 0.04% 104
2023
Q4 		$313K Hold
675
– – 0.04% 104
2023
Q3 		$294K Sell
675
-24
-3% -$10.1K 0.04% 104
2023
Q2 		$299K Hold
699
– – 0.04% 103
2023
Q1 		$249K Sell
699
-100
-13% -$36.1K 0.04% 111
2022
Q4 		$300K Sell
799
-26
-3% -$9.7K 0.06% 104
2022
Q3 		$280K Hold
825
– – 0.05% 110
2022
Q2 		$269K Sell
825
-200
-20% -$64K 0.05% 105
2022
Q1 		$314K Hold
1,025
– – 0.05% 111
2021
Q4 		$255K Sell
1,025
-100
-9% -$22K 0.04% 122
2021
Q3 		$224K Sell
1,125
-200
-15% -$40K 0.04% 123
2021
Q2 		$253K Sell
1,325
-150
-10% -$29K 0.04% 115
2021
Q1 		$288K Hold
1,475
– – 0.05% 106
2020
Q4 		$272K Sell
1,475
-150
-9% -$25K 0.04% 110
2020
Q3 		$242K Sell
1,625
-175
-10% -$26.6K 0.05% 104
2020
Q2 		$276K Hold
1,800
– – 0.06% 91
2020
Q1 		$243K Sell
1,800
-53,090
-97% -$7.78M 0.06% 89
2019
Q4 		$7.59M Sell
54,890
-35
-0.1% -$4.95K 1.51% 22
2019
Q3 		$7.56M Buy
54,925
+210
+0.4% +$29.8K 1.58% 23
2019
Q2 		$7.35M Buy
54,715
+95
+0.2% +$11.8K 1.65% 19
2019
Q1 		$6.51M Buy
+54,620
New +$6.74M 1.47% 26
2018
Q4 		– Sell
-54
Closed -$7K – 305
2018
Q3 		$7K Buy
+54
New +$7.04K ﹤0.01% 353

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

Whitney & Co's MCK Position: Q2 2026 in Review

Whitney & Co held its McKesson (MCK) position steady in Q2 2026 at 528 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #133.

Whitney & Co first reported a position in MCK in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.59M in Q4 2019. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Whitney & Co held 528 shares of McKesson worth $399K as of Q2 2026.
  • Whitney & Co left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #133 holding.
  • Whitney & Co first reported a position in McKesson in Q3 2018 and has held it in 31 quarters since.
  • Whitney & Co's McKesson position peaked at $7.59M in Q4 2019.
  • 849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.