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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ballast Advisors's MCK Position: Q1 2026 in Review

Ballast Advisors reduced its McKesson (MCK) stake by 0.73% in Q1 2026, selling an estimated $1.78K and leaving 271 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #105.

Ballast Advisors first reported a position in MCK in Q3 2025 and has held it in 3 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Ballast Advisors held 271 shares of McKesson worth $235K as of Q1 2026.
Ballast Advisors sold 2 McKesson shares in Q1 2026, an estimated $1.78K.
McKesson made up 0.07% of Ballast Advisors's portfolio in Q1 2026, its #105 holding.
Ballast Advisors first reported a position in McKesson in Q3 2025 and has held it in 3 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.