Baker Avenue Asset Management’s McKesson MCK Stock Holding History

Baker Avenue Asset Management’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	$806K	Sell	1,067 -24	-2%	-$19K	0.02%	352
2026 Q1	$944K	Buy	1,091 +124	+13%	+$111K	0.02%	288
2025 Q4	$793K	Buy	967 +113	+13%	+$92.2K	0.02%	285
2025 Q3	$660K	Buy	854 +116	+16%	+$81.7K	0.02%	305
2025 Q2	$540K	Buy	738 +96	+15%	+$67.7K	0.02%	291
2025 Q1	$432K	Buy	+642	New	+$397K	0.01%	314
2024 Q4	–	Sell	-557	Closed	-$276K	–	436
2024 Q3	$276K	Buy	557 +143	+35%	+$79.6K	0.01%	357
2024 Q2	$242K	Buy	+414	New	+$230K	0.01%	336
2023 Q4	–	Sell	-58	Closed	-$25.2K	–	1030
2023 Q3	$25.2K	Buy	58 +6	+12%	+$2.53K	﹤0.01%	618
2023 Q2	$22.2K	Sell	52 -1	-2%	-$384	﹤0.01%	624
2023 Q1	$18.9K	Sell	53 -1,404	-96%	-$507K	﹤0.01%	673
2022 Q4	$547K	Buy	1,457 +147	+11%	+$54.8K	0.03%	232
2022 Q3	$445K	Buy	+1,310	New	+$455K	0.03%	247
2015 Q3	–	Sell	-2,076	Closed	-$467K	–	224
2015 Q2	$467K	Buy	2,076 +90	+5%	+$20.8K	0.06%	160
2015 Q1	$449K	Buy	1,986 +96	+5%	+$21.3K	0.06%	160
2014 Q4	$392K	Buy	1,890 +90	+5%	+$18.3K	0.05%	181
2014 Q3	$350K	Buy	1,800 +420	+30%	+$80.8K	0.05%	194
2014 Q2	$257K	Buy	+1,380	New	+$246K	0.04%	244

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Baker Avenue Asset Management's MCK Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its McKesson (MCK) stake by 2.2% in Q2 2026, selling an estimated $19K and leaving 1,067 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #352.

Baker Avenue Asset Management first reported a position in MCK in Q2 2014 and has held it in 18 quarters since. The position peaked at $944K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Baker Avenue Asset Management held 1,067 shares of McKesson worth $806K as of Q2 2026.
Baker Avenue Asset Management sold 24 McKesson shares in Q2 2026, an estimated $19K.
McKesson made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #352 holding.
Baker Avenue Asset Management first reported a position in McKesson in Q2 2014 and has held it in 18 quarters since.
Baker Avenue Asset Management's McKesson position peaked at $944K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.