Alta Advisers’s McKesson MCK Stock Holding History

Alta Advisers’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	$434K	Hold	502	–	–	0.16%	95
2025 Q4	$412K	Sell	502 -120	-19%	-$97.9K	0.15%	103
2025 Q3	$481K	Hold	622	–	–	0.15%	112
2025 Q2	$456K	Hold	622	–	–	0.16%	114
2025 Q1	$419K	Buy	622 +200	+47%	+$124K	0.18%	113
2024 Q4	$241K	Buy	422 +22	+6%	+$12.3K	0.15%	132
2024 Q3	$198K	Hold	400	–	–	0.09%	149
2024 Q2	$234K	Hold	400	–	–	0.11%	106
2024 Q1	$215K	Hold	400	–	–	0.11%	120
2023 Q4	$185K	Hold	400	–	–	0.1%	121
2023 Q3	$174K	Hold	400	–	–	0.1%	123
2023 Q2	$171K	Hold	400	–	–	0.1%	129
2023 Q1	$142K	Hold	400	–	–	0.09%	151
2022 Q4	$150K	Hold	400	–	–	0.09%	138
2022 Q3	$136K	Buy	+400	New	+$139K	0.09%	140

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Alta Advisers's MCK Position: Q1 2026 in Review

Alta Advisers held its McKesson (MCK) position steady in Q1 2026 at 502 shares worth $434K. The position accounts for 0.16% of the portfolio, ranked #95.

Alta Advisers first reported a position in MCK in Q3 2022 and has held it in 15 quarters since. The position peaked at $481K in Q3 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Alta Advisers held 502 shares of McKesson worth $434K as of Q1 2026.
Alta Advisers left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.16% of Alta Advisers's portfolio in Q1 2026, its #95 holding.
Alta Advisers first reported a position in McKesson in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's McKesson position peaked at $481K in Q3 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.