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Beacon Pointe Advisors’s McKesson MCK Stock Holding History

Beacon Pointe 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 		$14M Buy
16,141
+967
+6% +$863K 0.07% 244
2025
Q4 		$12.4M Buy
15,174
+796
+6% +$650K 0.09% 212
2025
Q3 		$11.1M Buy
14,378
+1,090
+8% +$768K 0.09% 205
2025
Q2 		$9.74M Buy
13,288
+281
+2% +$198K 0.1% 180
2025
Q1 		$8.75M Buy
13,007
+242
+2% +$150K 0.1% 191
2024
Q4 		$7.27M Sell
12,765
-857
-6% -$480K 0.08% 209
2024
Q3 		$6.73M Buy
13,622
+27
+0.2% +$15K 0.08% 228
2024
Q2 		$7.94M Sell
13,595
-209
-2% -$116K 0.09% 195
2024
Q1 		$7.41M Buy
13,804
+10,622
+334% +$5.39M 0.08% 218
2023
Q4 		$1.47M Sell
3,182
-1,305
-29% -$593K 0.02% 561
2023
Q3 		$1.95M Buy
4,487
+144
+3% +$60.7K 0.02% 463
2023
Q2 		$1.86M Buy
4,343
+1,649
+61% +$634K 0.03% 393
2023
Q1 		$959K Sell
2,694
-74
-3% -$26.7K 0.02% 558
2022
Q4 		$1.04M Buy
2,768
+76
+3% +$28.3K 0.02% 492
2022
Q3 		$915K Buy
2,692
+151
+6% +$52.4K 0.02% 481
2022
Q2 		$830K Sell
2,541
-303
-11% -$96.9K 0.02% 518
2022
Q1 		$871K Buy
2,844
+1,812
+176% +$493K 0.01% 661
2021
Q4 		$257K Sell
1,032
-200
-16% -$43.9K 0.01% 786
2021
Q3 		$246K Sell
1,232
-100
-8% -$20K 0.01% 778
2021
Q2 		$255K Buy
+1,332
New +$257K 0.01% 712

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's MCK Position: Q1 2026 in Review

Beacon Pointe Advisors increased its McKesson (MCK) stake by 6.4% in Q1 2026, buying an estimated $863K and bringing the position to 16,141 shares worth $14M. The position accounts for 0.07% of the portfolio, ranked #244.

Beacon Pointe Advisors first reported a position in MCK in Q2 2021 and has held it in 20 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Beacon Pointe Advisors held 16,141 shares of McKesson worth $14M as of Q1 2026.
  • Beacon Pointe Advisors bought 967 McKesson shares in Q1 2026, an estimated $863K.
  • McKesson made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #244 holding.
  • Beacon Pointe Advisors first reported a position in McKesson in Q2 2021 and has held it in 20 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.