Bellwether Advisors
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Bellwether Advisors’s McKesson MCK Stock Holding History

Bellwether 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
Q3 		$1.42M Buy
+1,662
New +$1.43M 0.21% 89
2025
Q3 		– Sell
-180
Closed -$132K – 390
2025
Q2 		$132K Sell
180
-3,615
-95% -$2.55M 0.02% 153
2025
Q1 		$2.55M Buy
3,795
+3,618
+2,044% +$2.24M 0.53% 39
2024
Q4 		$101K Buy
+177
New +$99.1K 0.02% 181
2024
Q3 		– Sell
-4,402
Closed -$2.57M – 138
2024
Q2 		$2.57M Sell
4,402
-8,222
-65% -$4.58M 0.54% 45
2024
Q1 		$6.78M Sell
12,624
-2,399
-16% -$1.22M 1.49% 15
2023
Q4 		$6.96M Buy
+15,023
New +$6.83M 1.71% 13
2023
Q2 		– Sell
-12,650
Closed -$4.5M – 297
2023
Q1 		$4.5M Buy
12,650
+7,275
+135% +$2.63M 1.23% 13
2022
Q4 		$2.02M Buy
5,375
+5,256
+4,417% +$1.96M 0.59% 37
2022
Q3 		$40K Buy
119
+8
+7% +$2.78K 0.01% 177
2022
Q2 		$36K Hold
111
– – 0.01% 184
2022
Q1 		$33K Hold
111
– – 0.01% 217
2021
Q4 		$27K Sell
111
-150
-57% -$32.9K 0.01% 247
2021
Q3 		$52K Hold
261
– – 0.02% 205
2021
Q2 		$49K Hold
261
– – 0.02% 184
2021
Q1 		$50K Hold
261
– – 0.02% 168
2020
Q4 		$45K Buy
+261
New +$43.5K 0.02% 169

Other funds holding MCK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Bellwether Advisors's MCK Position: Q3 2026 in Review

Bellwether Advisors opened a new position in McKesson (MCK) in Q3 2026: 1,662 shares worth $1.42M. The stake represents 0.21% of the portfolio and ranks #89 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in MCK as recently as Q2 2025.

Bellwether Advisors first reported a position in MCK in Q4 2020 and has held it in 17 quarters since. The position peaked at $6.96M in Q4 2023. 1,803 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Bellwether Advisors held 1,662 shares of McKesson worth $1.42M as of Q3 2026.
  • McKesson was a new Bellwether Advisors position in Q3 2026.
  • McKesson made up 0.21% of Bellwether Advisors's portfolio in Q3 2026, its #89 holding.
  • Bellwether Advisors first reported a position in McKesson in Q4 2020 and has held it in 17 quarters since.
  • Bellwether Advisors's McKesson position peaked at $6.96M in Q4 2023.
  • 1,803 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.