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Aptus Capital Advisors’s McKesson MCK Stock Holding History

Aptus Capital 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
Q2 		$7.87M Buy
10,417
+101
+1% +$80.1K 0.05% 272
2026
Q1 		$8.93M Sell
10,316
-638
-6% -$569K 0.07% 236
2025
Q4 		$8.99M Buy
10,954
+5,516
+101% +$4.5M 0.06% 232
2025
Q3 		$4.2M Buy
5,438
+390
+8% +$275K 0.03% 342
2025
Q2 		$3.7M Buy
5,048
+593
+13% +$418K 0.03% 333
2025
Q1 		$3M Buy
4,455
+368
+9% +$228K 0.03% 340
2024
Q4 		$2.33M Buy
4,087
+72
+2% +$40.3K 0.02% 377
2024
Q3 		$1.99M Sell
4,015
-21,798
-84% -$12.1M 0.03% 320
2024
Q2 		$15.1M Buy
25,813
+5,256
+26% +$2.93M 0.27% 85
2024
Q1 		$11M Buy
20,557
+18,391
+849% +$9.34M 0.21% 97
2023
Q4 		$1M Sell
2,166
-31
-1% -$14.1K 0.03% 292
2023
Q3 		$955K Buy
2,197
+427
+24% +$180K 0.03% 308
2023
Q2 		$756K Buy
1,770
+9
+0.5% +$3.46K 0.02% 288
2023
Q1 		$628K Sell
1,761
-2,066
-54% -$746K 0.02% 298
2022
Q4 		$1.44M Sell
3,827
-405
-10% -$151K 0.04% 240
2022
Q3 		$1.44M Buy
4,232
+2,442
+136% +$848K 0.03% 232
2022
Q2 		$585K Buy
1,790
+166
+10% +$53.1K 0.02% 267
2022
Q1 		$498K Buy
+1,624
New +$442K 0.01% 306
2019
Q3 		– Sell
-1,531
Closed -$205K – 490
2019
Q2 		$205K Buy
+1,531
New +$191K 0.03% 315

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

Aptus Capital Advisors's MCK Position: Q2 2026 in Review

Aptus Capital Advisors increased its McKesson (MCK) stake by 0.98% in Q2 2026, buying an estimated $80.1K and bringing the position to 10,417 shares worth $7.87M. The position accounts for 0.05% of the portfolio, ranked #272.

Aptus Capital Advisors first reported a position in MCK in Q2 2019 and has held it in 19 quarters since. The position peaked at $15.1M in Q2 2024. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Aptus Capital Advisors held 10,417 shares of McKesson worth $7.87M as of Q2 2026.
  • Aptus Capital Advisors bought 101 McKesson shares in Q2 2026, an estimated $80.1K.
  • McKesson made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #272 holding.
  • Aptus Capital Advisors first reported a position in McKesson in Q2 2019 and has held it in 19 quarters since.
  • Aptus Capital Advisors's McKesson position peaked at $15.1M in Q2 2024.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.