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YHB Investment Advisors’s McKesson MCK Stock Holding History

YHB Investment Advisors’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 		$296K Buy
392
+3
+0.8% +$2.38K 0.02% 276
2026
Q1 		$337K Sell
389
-30
-7% -$26.8K 0.02% 246
2025
Q4 		$344K Sell
419
-80
-16% -$65.3K 0.02% 242
2025
Q3 		$385K Sell
499
-103
-17% -$72.5K 0.03% 231
2025
Q2 		$441K Hold
602
– – 0.03% 219
2025
Q1 		$405K Hold
602
– – 0.03% 220
2024
Q4 		$343K Sell
602
-35
-5% -$19.6K 0.03% 220
2024
Q3 		$315K Hold
637
– – 0.03% 233
2024
Q2 		$372K Hold
637
– – 0.03% 221
2024
Q1 		$342K Sell
637
-5
-0.8% -$2.54K 0.03% 222
2023
Q4 		$297K Sell
642
-3,025
-82% -$1.38M 0.03% 226
2023
Q3 		$1.59M Sell
3,667
-10
-0.3% -$4.21K 0.15% 127
2023
Q2 		$1.57M Sell
3,677
-38
-1% -$14.6K 0.15% 128
2023
Q1 		$1.32M Hold
3,715
– – 0.13% 133
2022
Q4 		$1.39M Buy
3,715
+28
+0.8% +$10.4K 0.15% 126
2022
Q3 		$1.25M Hold
3,687
– – 0.14% 129
2022
Q2 		$1.2M Hold
3,687
– – 0.13% 133
2022
Q1 		$1.13M Sell
3,687
-1,320
-26% -$359K 0.1% 151
2021
Q4 		$1.25M Buy
5,007
+20
+0.4% +$4.39K 0.1% 158
2021
Q3 		$994K Buy
4,987
+25
+0.5% +$5K 0.09% 164
2021
Q2 		$949K Buy
4,962
+25
+0.5% +$4.83K 0.08% 169
2021
Q1 		$954K Sell
4,937
-100
-2% -$18.3K 0.08% 167
2020
Q4 		$876K Buy
5,037
+17
+0.3% +$2.83K 0.08% 168
2020
Q3 		$748K Hold
5,020
– – 0.08% 170
2020
Q2 		$770K Sell
5,020
-65
-1% -$9.39K 0.11% 116
2020
Q1 		$688K Buy
5,085
+575
+13% +$84.2K 0.12% 116
2019
Q4 		$624K Buy
4,510
+905
+25% +$128K 0.09% 128
2019
Q3 		$493K Buy
3,605
+80
+2% +$11.3K 0.08% 132
2019
Q2 		$474K Buy
3,525
+730
+26% +$91K 0.08% 138
2019
Q1 		$327K Sell
2,795
-45
-2% -$5.55K 0.05% 158
2018
Q4 		$314K Buy
2,840
+50
+2% +$6.24K 0.06% 149
2018
Q3 		$370K Buy
2,790
+35
+1% +$4.56K 0.06% 151
2018
Q2 		$368K Sell
2,755
-90
-3% -$13.2K 0.06% 145
2018
Q1 		$401K Sell
2,845
-658
-19% -$103K 0.07% 142
2017
Q4 		$546K Hold
3,503
– – 0.09% 130
2017
Q3 		$538K Sell
3,503
-175
-5% -$27.3K 0.1% 128
2017
Q2 		$605K Sell
3,678
-250
-6% -$37.9K 0.1% 123
2017
Q1 		$543K Sell
3,928
-880
-18% -$129K 0.1% 122
2016
Q4 		$675K Sell
4,808
-415
-8% -$61K 0.14% 116
2016
Q3 		$871K Sell
5,223
-35
-0.7% -$6.52K 0.21% 102
2016
Q2 		$981K Buy
5,258
+111
+2% +$19.5K 0.22% 99
2016
Q1 		$809K Buy
5,147
+583
+13% +$94.2K 0.22% 95
2015
Q4 		$900K Buy
4,564
+75
+2% +$14.2K 0.2% 105
2015
Q3 		$831K Buy
4,489
+555
+14% +$118K 0.2% 109
2015
Q2 		$884K Buy
3,934
+44
+1% +$10.2K 0.19% 111
2015
Q1 		$880K Buy
3,890
+289
+8% +$64.1K 0.2% 107
2014
Q4 		$747K Buy
3,601
+105
+3% +$21.3K 0.17% 113
2014
Q3 		$681K Sell
3,496
-350
-9% -$67.4K 0.16% 113
2014
Q2 		$716K Buy
3,846
+130
+3% +$23.1K 0.17% 104
2014
Q1 		$656K Buy
3,716
+130
+4% +$22.7K 0.17% 106
2013
Q4 		$579K Sell
3,586
-121
-3% -$18.6K 0.16% 107
2013
Q3 		$476K Buy
3,707
+100
+3% +$12.3K 0.14% 111
2013
Q2 		$413K Buy
+3,607
New +$401K 0.13% 120

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

YHB Investment Advisors's MCK Position: Q2 2026 in Review

YHB Investment Advisors increased its McKesson (MCK) stake by 0.77% in Q2 2026, buying an estimated $2.38K and bringing the position to 392 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #276.

YHB Investment Advisors first reported a position in MCK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q3 2023. 565 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • YHB Investment Advisors held 392 shares of McKesson worth $296K as of Q2 2026.
  • YHB Investment Advisors bought 3 McKesson shares in Q2 2026, an estimated $2.38K.
  • McKesson made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #276 holding.
  • YHB Investment Advisors first reported a position in McKesson in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's McKesson position peaked at $1.59M in Q3 2023.
  • 565 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.