BIA
MCK icon

Bell Investment Advisors’s McKesson MCK Stock Holding History

Bell Investment 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 		$39.3K Sell
52
-10
-16% -$7.93K 0.01% 320
2026
Q1 		$53.7K Hold
62
– – 0.01% 239
2025
Q4 		$50.9K Buy
62
+16
+35% +$13.1K 0.01% 253
2025
Q3 		$35.5K Sell
46
-4
-8% -$2.82K 0.01% 293
2025
Q2 		$36.6K Buy
50
+4
+9% +$2.82K 0.01% 290
2025
Q1 		$31K Buy
46
+1
+2% +$618 0.01% 292
2024
Q4 		$25.6K Buy
45
+2
+5% +$1.12K ﹤0.01% 329
2024
Q3 		$21.3K Sell
43
-2
-4% -$1.11K ﹤0.01% 389
2024
Q2 		$26.3K Buy
45
+1
+2% +$557 0.01% 330
2024
Q1 		$23.6K Sell
44
-2
-4% -$1.01K ﹤0.01% 346
2023
Q4 		$21.3K Buy
46
+4
+10% +$1.82K ﹤0.01% 342
2023
Q3 		$18.3K Sell
42
-11
-21% -$4.64K ﹤0.01% 331
2023
Q2 		$22.6K Buy
53
+2
+4% +$769 0.01% 292
2023
Q1 		$18.2K Buy
51
+2
+4% +$722 ﹤0.01% 323
2022
Q4 		$18.4K Buy
49
+7
+17% +$2.61K ﹤0.01% 318
2022
Q3 		$14K Sell
42
-16
-28% -$5.55K ﹤0.01% 332
2022
Q2 		$19K Buy
+58
New +$18.6K 0.01% 274
2021
Q4 		$11K Hold
45
– – ﹤0.01% 466
2021
Q3 		$9K Buy
+45
New +$9K ﹤0.01% 485

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

Bell Investment Advisors's MCK Position: Q2 2026 in Review

Bell Investment Advisors reduced its McKesson (MCK) stake by 16% in Q2 2026, selling an estimated $7.93K and leaving 52 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #320.

Bell Investment Advisors first reported a position in MCK in Q3 2021 and has held it in 19 quarters since. The position peaked at $53.7K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Bell Investment Advisors held 52 shares of McKesson worth $39.3K as of Q2 2026.
  • Bell Investment Advisors sold 10 McKesson shares in Q2 2026, an estimated $7.93K.
  • McKesson made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #320 holding.
  • Bell Investment Advisors first reported a position in McKesson in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's McKesson position peaked at $53.7K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.