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Addison Advisors’s McKesson MCK Stock Holding History

Addison 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
Q1 		$288K Buy
333
+9
+3% +$8.03K 0.06% 176
2025
Q4 		$266K Buy
324
+1
+0.3% +$816 0.06% 179
2025
Q3 		$250K Hold
323
– – 0.06% 193
2025
Q2 		$237K Buy
323
+2
+0.6% +$1.41K 0.06% 196
2025
Q1 		$216K Buy
321
+4
+1% +$2.47K 0.06% 194
2024
Q4 		$181K Sell
317
-3
-0.9% -$1.68K 0.05% 221
2024
Q3 		$158K Sell
320
-1
-0.3% -$557 0.04% 251
2024
Q2 		$187K Buy
321
+4
+1% +$2.23K 0.06% 204
2024
Q1 		$170K Buy
317
+18
+6% +$9.14K 0.06% 212
2023
Q4 		$138K Buy
299
+22
+8% +$10K 0.05% 233
2023
Q3 		$120K Buy
277
+19
+7% +$8.01K 0.06% 222
2023
Q2 		$110K Buy
258
+7
+3% +$2.69K 0.05% 229
2023
Q1 		$89.4K Sell
251
-3
-1% -$1.08K 0.05% 237
2022
Q4 		$95.3K Buy
254
+8
+3% +$2.98K 0.06% 223
2022
Q3 		$84K Buy
246
+9
+4% +$3.12K 0.05% 211
2022
Q2 		$77K Sell
237
-23
-9% -$7.36K 0.05% 218
2022
Q1 		$80K Buy
260
+42
+19% +$11.4K 0.04% 229
2021
Q4 		$54K Buy
218
+16
+8% +$3.51K 0.03% 236
2021
Q3 		$40K Buy
202
+2
+1% +$400 0.03% 205
2021
Q2 		$38K Buy
+200
New +$38.6K 0.03% 207
2020
Q4 		$35K Buy
+200
New +$33.3K 0.03% 205

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Addison Advisors's MCK Position: Q1 2026 in Review

Addison Advisors increased its McKesson (MCK) stake by 2.8% in Q1 2026, buying an estimated $8.03K and bringing the position to 333 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #176.

Addison Advisors first reported a position in MCK in Q4 2020 and has held it in 21 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Addison Advisors held 333 shares of McKesson worth $288K as of Q1 2026.
  • Addison Advisors bought 9 McKesson shares in Q1 2026, an estimated $8.03K.
  • McKesson made up 0.06% of Addison Advisors's portfolio in Q1 2026, its #176 holding.
  • Addison Advisors first reported a position in McKesson in Q4 2020 and has held it in 21 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.