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Wilkerson Advisory Group’s McKesson MCK Stock Holding History

Wilkerson Advisory Group’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 		$24.9K Buy
33
+10
+43% +$7.93K 0.01% 302
2026
Q1 		$19.9K Buy
23
+13
+130% +$11.6K 0.01% 303
2025
Q4 		$8.2K Buy
+10
New +$8.16K ﹤0.01% 367

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

Wilkerson Advisory Group's MCK Position: Q2 2026 in Review

Wilkerson Advisory Group increased its McKesson (MCK) stake by 43% in Q2 2026, buying an estimated $7.93K and bringing the position to 33 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #302.

Wilkerson Advisory Group first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wilkerson Advisory Group held 33 shares of McKesson worth $24.9K as of Q2 2026.
  • Wilkerson Advisory Group bought 10 McKesson shares in Q2 2026, an estimated $7.93K.
  • McKesson made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #302 holding.
  • Wilkerson Advisory Group first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.