Advisors Asset Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.76M | Buy |
6,656
+760
| +13% | +$678K | 0.1% | 292 |
|
|
2025
Q4 | $4.84M | Sell |
5,896
-882
| -13% | -$720K | 0.08% | 333 |
|
|
2025
Q3 | $5.24M | Sell |
6,778
-560
| -8% | -$394K | 0.09% | 306 |
|
|
2025
Q2 | $5.38M | Sell |
7,338
-1,935
| -21% | -$1.37M | 0.1% | 281 |
|
|
2025
Q1 | $6.24M | Sell |
9,273
-349
| -4% | -$216K | 0.12% | 214 |
|
|
2024
Q4 | $5.48M | Sell |
9,622
-1,849
| -16% | -$1.04M | 0.1% | 253 |
|
|
2024
Q3 | $5.67M | Buy |
11,471
+319
| +3% | +$178K | 0.1% | 248 |
|
|
2024
Q2 | $6.51M | Buy |
11,152
+918
| +9% | +$511K | 0.13% | 200 |
|
|
2024
Q1 | $5.49M | Buy |
10,234
+601
| +6% | +$305K | 0.11% | 242 |
|
|
2023
Q4 | $4.46M | Sell |
9,633
-2,597
| -21% | -$1.18M | 0.09% | 272 |
|
|
2023
Q3 | $5.32M | Buy |
12,230
+63
| +0.5% | +$26.6K | 0.11% | 213 |
|
|
2023
Q2 | $5.2M | Sell |
12,167
-786
| -6% | -$302K | 0.11% | 225 |
|
|
2023
Q1 | $4.61M | Buy |
12,953
+1,010
| +8% | +$365K | 0.09% | 265 |
|
|
2022
Q4 | $4.48M | Buy |
11,943
+3,600
| +43% | +$1.34M | 0.09% | 257 |
|
|
2022
Q3 | $2.84M | Buy |
8,343
+4,583
| +122% | +$1.59M | 0.06% | 381 |
|
|
2022
Q2 | $1.23M | Sell |
3,760
-386
| -9% | -$124K | 0.02% | 684 |
|
|
2022
Q1 | $1.27M | Buy |
4,146
+216
| +5% | +$58.7K | 0.02% | 739 |
|
|
2021
Q4 | $977K | Sell |
3,930
-128
| -3% | -$28.1K | 0.01% | 837 |
|
|
2021
Q3 | $809K | Sell |
4,058
-54
| -1% | -$10.8K | 0.01% | 886 |
|
|
2021
Q2 | $786K | Buy |
4,112
+439
| +12% | +$84.8K | 0.01% | 899 |
|
|
2021
Q1 | $716K | Buy |
3,673
+2,251
| +158% | +$411K | 0.01% | 926 |
|
|
2020
Q4 | $247K | Buy |
+1,422
| New | +$237K | ﹤0.01% | 1160 |
|
|
2018
Q4 | – | Sell |
-1,431
| Closed | -$190K | – | 1616 |
|
|
2018
Q3 | $190K | Sell |
1,431
-1,757
| -55% | -$229K | ﹤0.01% | 1247 |
|
|
2018
Q2 | $425K | Sell |
3,188
-2,752
| -46% | -$402K | 0.01% | 1094 |
|
|
2018
Q1 | $886K | Sell |
5,940
-777
| -12% | -$121K | 0.01% | 880 |
|
|
2017
Q4 | $1.05M | Sell |
6,717
-6,803
| -50% | -$1.01M | 0.02% | 831 |
|
|
2017
Q3 | $2.08M | Sell |
13,520
-13,523
| -50% | -$2.11M | 0.03% | 601 |
|
|
2017
Q2 | $4.45M | Sell |
27,043
-11,704
| -30% | -$1.77M | 0.07% | 364 |
|
|
2017
Q1 | $5.75M | Sell |
38,747
-29,663
| -43% | -$4.34M | 0.1% | 283 |
|
|
2016
Q4 | $9.61M | Sell |
68,410
-16,316
| -19% | -$2.4M | 0.16% | 167 |
|
|
2016
Q3 | $14.1M | Sell |
84,726
-10,801
| -11% | -$2.01M | 0.23% | 105 |
|
|
2016
Q2 | $17.8M | Buy |
95,527
+2,517
| +3% | +$442K | 0.29% | 71 |
|
|
2016
Q1 | $14.6M | Buy |
93,010
+1,879
| +2% | +$304K | 0.24% | 102 |
|
|
2015
Q4 | $18M | Buy |
91,131
+18,486
| +25% | +$3.49M | 0.29% | 77 |
|
|
2015
Q3 | $13.4M | Buy |
72,645
+11,097
| +18% | +$2.35M | 0.21% | 122 |
|
|
2015
Q2 | $13.8M | Buy |
61,548
+981
| +2% | +$227K | 0.19% | 145 |
|
|
2015
Q1 | $13.7M | Buy |
60,567
+1,259
| +2% | +$279K | 0.18% | 150 |
|
|
2014
Q4 | $12.3M | Buy |
59,308
+6,975
| +13% | +$1.42M | 0.17% | 171 |
|
|
2014
Q3 | $10.2M | Buy |
52,333
+5,077
| +11% | +$977K | 0.14% | 193 |
|
|
2014
Q2 | $8.8M | Buy |
47,256
+1,650
| +4% | +$294K | 0.12% | 221 |
|
|
2014
Q1 | $8.05M | Buy |
45,606
+4,019
| +10% | +$702K | 0.12% | 219 |
|
|
2013
Q4 | $6.71M | Buy |
41,587
+2,902
| +8% | +$446K | 0.11% | 244 |
|
|
2013
Q3 | $4.96M | Buy |
38,685
+6,001
| +18% | +$737K | 0.09% | 289 |
|
|
2013
Q2 | $3.74M | Buy |
+32,684
| New | +$3.64M | 0.07% | 339 |
|
Other funds holding MCK
VCM
VPM
Advisors Asset Management's MCK Position: Q1 2026 in Review
Advisors Asset Management increased its McKesson (MCK) stake by 13% in Q1 2026, buying an estimated $678K and bringing the position to 6,656 shares worth $5.76M. The position accounts for 0.1% of the portfolio, ranked #292.
Advisors Asset Management first reported a position in MCK in Q2 2013 and has held it in 44 quarters since. The position peaked at $18M in Q4 2015. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Advisors Asset Management held 6,656 shares of McKesson worth $5.76M as of Q1 2026.
- Advisors Asset Management bought 760 McKesson shares in Q1 2026, an estimated $678K.
- McKesson made up 0.1% of Advisors Asset Management's portfolio in Q1 2026, its #292 holding.
- Advisors Asset Management first reported a position in McKesson in Q2 2013 and has held it in 44 quarters since.
- Advisors Asset Management's McKesson position peaked at $18M in Q4 2015.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.