Avalon Trust’s McKesson MCK Stock Holding History

Avalon 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 Q1	–	Sell	-19	Closed	-$15.6K	–	471
2025 Q4	$15.6K	Sell	19 -2	-10%	-$1.63K	﹤0.01%	361
2025 Q3	$16.2K	Buy	21 +2	+11%	+$1.41K	﹤0.01%	401
2025 Q2	$13.9K	Hold	19	–	–	﹤0.01%	336
2025 Q1	$12.8K	Hold	19	–	–	﹤0.01%	354
2024 Q4	$10.8K	Buy	+19	New	+$10.6K	﹤0.01%	314

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avalon Trust's MCK Position: Q1 2026 in Review

Avalon Trust sold out of McKesson (MCK) in Q1 2026, closing a stake of 19 shares — an estimated $15.6K sold.

Avalon Trust first reported a position in MCK in Q4 2024 and held it in 5 quarters. The position peaked at $16.2K in Q3 2025. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Avalon Trust reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Avalon Trust sold 19 McKesson shares in Q1 2026, an estimated $15.6K.
Avalon Trust first reported a position in McKesson in Q4 2024 and held it in 5 quarters.
Avalon Trust's McKesson position peaked at $16.2K in Q3 2025.
2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.