Woodward Diversified Capital’s McKesson MCK Stock Holding History

Woodward Diversified 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	–	Sell	-249	Closed	-$216K	–	187
2026 Q1	$216K	Sell	249 -20	-7%	-$17.9K	0.1%	165
2025 Q4	$221K	Buy	+269	New	+$220K	0.1%	165
2024 Q3	–	Sell	-407	Closed	-$238K	–	164
2024 Q2	$238K	Sell	407 -31	-7%	-$17.3K	0.14%	142
2024 Q1	$235K	Sell	438 -13	-3%	-$6.6K	0.15%	140
2023 Q4	$209K	Sell	451 -39	-8%	-$17.7K	0.13%	145
2023 Q3	$213K	Buy	490 +7	+1%	+$2.95K	0.15%	139
2023 Q2	$206K	Buy	+483	New	+$186K	0.16%	136

Other funds holding MCK

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Woodward Diversified Capital's MCK Position: Q2 2026 in Review

Woodward Diversified Capital sold out of McKesson (MCK) in Q2 2026, closing a stake of 249 shares — an estimated $216K sold.

Woodward Diversified Capital first reported a position in MCK in Q2 2023 and held it in 7 quarters. The position peaked at $238K in Q2 2024. 849 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Woodward Diversified Capital reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Woodward Diversified Capital sold 249 McKesson shares in Q2 2026, an estimated $216K.
Woodward Diversified Capital first reported a position in McKesson in Q2 2023 and held it in 7 quarters.
Woodward Diversified Capital's McKesson position peaked at $238K in Q2 2024.
849 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.