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Ballast Advisors’s McKesson MCK Stock Holding History

Ballast 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 		$205K Hold
271
– – 0.05% 128
2026
Q1 		$235K Sell
271
-2
-0.7% -$1.78K 0.07% 105
2025
Q4 		$224K Hold
273
– – 0.06% 112
2025
Q3 		$211K Buy
+273
New +$192K 0.06% 110

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

Ballast Advisors's MCK Position: Q2 2026 in Review

Ballast Advisors held its McKesson (MCK) position steady in Q2 2026 at 271 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #128.

Ballast Advisors first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $235K in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ballast Advisors held 271 shares of McKesson worth $205K as of Q2 2026.
  • Ballast Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.05% of Ballast Advisors's portfolio in Q2 2026, its #128 holding.
  • Ballast Advisors first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Ballast Advisors's McKesson position peaked at $235K in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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