Bellecapital’s McKesson MCK Stock Holding History

Bellecapital’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	–	Sell	-240	Closed	-$208K	–	144
2026 Q1	$208K	Buy	+240	New	+$214K	0.04%	115
2017 Q2	–	Sell	-5,743	Closed	-$851K	–	75
2017 Q1	$851K	Hold	5,743	–	–	0.79%	32
2016 Q4	$807K	Sell	5,743 -150	-3%	-$22.1K	0.72%	32
2016 Q3	$983K	Hold	5,893	–	–	1.09%	27
2016 Q2	$1.1M	Hold	5,893	–	–	1.2%	26
2016 Q1	$927K	Hold	5,893	–	–	1.24%	25
2015 Q4	$1.16M	Hold	5,893	–	–	1.49%	22
2015 Q3	$1.09M	Hold	5,893	–	–	1.61%	19
2015 Q2	$1.32M	Hold	5,893	–	–	1.7%	16
2015 Q1	$1.33M	Hold	5,893	–	–	1.78%	12
2014 Q4	$1.22M	Hold	5,893	–	–	1.66%	15
2014 Q3	$1.15M	Hold	5,893	–	–	1.34%	17
2014 Q2	$1.1M	Hold	5,893	–	–	1.08%	26
2014 Q1	$1.04M	Hold	5,893	–	–	0.9%	30
2013 Q4	$951K	Buy	+5,893	New	+$905K	0.91%	29

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

Bellecapital's MCK Position: Q2 2026 in Review

Bellecapital sold out of McKesson (MCK) in Q2 2026, closing a stake of 240 shares — an estimated $208K sold.

Bellecapital first reported a position in MCK in Q4 2013 and held it in 15 quarters. The position peaked at $1.33M in Q1 2015. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Bellecapital reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Bellecapital sold 240 McKesson shares in Q2 2026, an estimated $208K.
Bellecapital first reported a position in McKesson in Q4 2013 and held it in 15 quarters.
Bellecapital's McKesson position peaked at $1.33M in Q1 2015.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.