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American Trust’s McKesson MCK Stock Holding History

American Trust’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 		$308K Buy
407
+40
+11% +$31.7K 0.02% 241
2026
Q1 		$318K Sell
367
-35
-9% -$31.2K 0.03% 217
2025
Q4 		$330K Sell
402
-21
-5% -$17.1K 0.03% 225
2025
Q3 		$327K Buy
423
+70
+20% +$49.3K 0.03% 233
2025
Q2 		$259K Buy
+353
New +$249K 0.02% 241
2024
Q4 		– Sell
-562
Closed -$278K – 330
2024
Q3 		$278K Sell
562
-795
-59% -$443K 0.02% 196
2024
Q2 		$793K Sell
1,357
-191
-12% -$106K 0.06% 99
2024
Q1 		$831K Sell
1,548
-121
-7% -$61.4K 0.07% 107
2023
Q4 		$773K Sell
1,669
-64
-4% -$29.1K 0.06% 104
2023
Q3 		$754K Sell
1,733
-695
-29% -$293K 0.06% 120
2023
Q2 		$1.04M Sell
2,428
-114
-4% -$43.8K 0.07% 131
2023
Q1 		$905K Sell
2,542
-5
-0.2% -$1.81K 0.06% 139
2022
Q4 		$955K Buy
2,547
+800
+46% +$298K 0.09% 129
2022
Q3 		$594K Sell
1,747
-30
-2% -$10.4K 0.05% 171
2022
Q2 		$580K Sell
1,777
-1,238
-41% -$396K 0.05% 192
2022
Q1 		$923K Buy
3,015
+1,640
+119% +$446K 0.06% 157
2021
Q4 		$342K Buy
+1,375
New +$302K 0.03% 213

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Trust's MCK Position: Q2 2026 in Review

American Trust increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $31.7K and bringing the position to 407 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #241.

American Trust first reported a position in MCK in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.04M in Q2 2023. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • American Trust held 407 shares of McKesson worth $308K as of Q2 2026.
  • American Trust bought 40 McKesson shares in Q2 2026, an estimated $31.7K.
  • McKesson made up 0.02% of American Trust's portfolio in Q2 2026, its #241 holding.
  • American Trust first reported a position in McKesson in Q4 2021 and has held it in 17 quarters since.
  • American Trust's McKesson position peaked at $1.04M in Q2 2023.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.