ZIC
MCK icon

ZWJ Investment Counsel’s McKesson MCK Stock Holding History

ZWJ Investment Counsel’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 		$537K Sell
711
-4
-0.6% -$3.17K 0.02% 161
2026
Q1 		$619K Hold
715
– – 0.02% 144
2025
Q4 		$587K Hold
715
– – 0.02% 140
2025
Q3 		$552K Buy
715
+5
+0.7% +$3.52K 0.02% 146
2025
Q2 		$520K Sell
710
-90
-11% -$63.5K 0.02% 143
2025
Q1 		$538K Hold
800
– – 0.02% 141
2024
Q4 		$456K Hold
800
– – 0.02% 154
2024
Q3 		$396K Hold
800
– – 0.02% 167
2024
Q2 		$467K Hold
800
– – 0.02% 148
2024
Q1 		$429K Hold
800
– – 0.02% 161
2023
Q4 		$370K Sell
800
-102
-11% -$46.4K 0.02% 150
2023
Q3 		$392K Buy
902
+102
+13% +$43K 0.02% 143
2023
Q2 		$342K Hold
800
– – 0.02% 148
2023
Q1 		$285K Hold
800
– – 0.02% 160
2022
Q4 		$300K Hold
800
– – 0.02% 154
2022
Q3 		$272K Hold
800
– – 0.02% 154
2022
Q2 		$261K Hold
800
– – 0.02% 163
2022
Q1 		$245K Buy
+800
New +$218K 0.01% 158
2018
Q1 		– Sell
-2,687
Closed -$419K – 228
2017
Q4 		$419K Buy
2,687
+10
+0.4% +$1.48K 0.03% 180
2017
Q3 		$411K Sell
2,677
-421
-14% -$65.7K 0.03% 177
2017
Q2 		$510K Sell
3,098
-200
-6% -$30.3K 0.04% 168
2017
Q1 		$489K Buy
+3,298
New +$483K 0.04% 173
2015
Q3 		– Sell
-987
Closed -$222K – 142
2015
Q2 		$222K Hold
987
– – 0.02% 136
2015
Q1 		$223K Sell
987
-100
-9% -$22.2K 0.02% 136
2014
Q4 		$226K Buy
+1,087
New +$221K 0.02% 135

Other funds holding MCK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

ZWJ Investment Counsel's MCK Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its McKesson (MCK) stake by 0.56% in Q2 2026, selling an estimated $3.17K and leaving 711 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #161.

ZWJ Investment Counsel first reported a position in MCK in Q4 2014 and has held it in 25 quarters since. The position peaked at $619K in Q1 2026. 902 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • ZWJ Investment Counsel held 711 shares of McKesson worth $537K as of Q2 2026.
  • ZWJ Investment Counsel sold 4 McKesson shares in Q2 2026, an estimated $3.17K.
  • McKesson made up 0.02% of ZWJ Investment Counsel's portfolio in Q2 2026, its #161 holding.
  • ZWJ Investment Counsel first reported a position in McKesson in Q4 2014 and has held it in 25 quarters since.
  • ZWJ Investment Counsel's McKesson position peaked at $619K in Q1 2026.
  • 902 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.