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Belpointe Asset Management’s McKesson MCK Stock Holding History

Belpointe Asset Management’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 		$1.07M Sell
1,418
-142
-9% -$113K 0.04% 474
2026
Q1 		$1.35M Sell
1,560
-73
-4% -$65.2K 0.05% 350
2025
Q4 		$1.34M Buy
1,633
+116
+8% +$94.7K 0.05% 334
2025
Q3 		$1.17M Sell
1,517
-244
-14% -$172K 0.04% 358
2025
Q2 		$1.29M Sell
1,761
-119
-6% -$84K 0.05% 287
2025
Q1 		$1.27M Buy
1,880
+195
+12% +$121K 0.07% 280
2024
Q4 		$945K Buy
1,685
+100
+6% +$56K 0.06% 333
2024
Q3 		$784K Buy
1,585
+532
+51% +$296K 0.05% 369
2024
Q2 		$615K Buy
1,053
+434
+70% +$242K 0.04% 411
2024
Q1 		$332K Sell
619
-239
-28% -$121K 0.02% 551
2023
Q4 		$397K Sell
858
-683
-44% -$311K 0.03% 435
2023
Q3 		$670K Sell
1,541
-294
-16% -$124K 0.07% 266
2023
Q2 		$784K Sell
1,835
-5,785
-76% -$2.22M 0.08% 229
2023
Q1 		$2.71M Buy
7,620
+2,685
+54% +$970K 0.15% 136
2022
Q4 		$1.85M Sell
4,935
-2,381
-33% -$888K 0.11% 187
2022
Q3 		$2.49M Sell
7,316
-513
-7% -$178K 0.17% 116
2022
Q2 		$2.55M Buy
7,829
+139
+2% +$44.5K 0.17% 125
2022
Q1 		$2.35M Sell
7,690
-61
-0.8% -$16.6K 0.14% 145
2021
Q4 		$1.93M Buy
7,751
+121
+2% +$26.6K 0.12% 172
2021
Q3 		$1.52M Buy
7,630
+1,002
+15% +$200K 0.1% 203
2021
Q2 		$1.27M Sell
6,628
-579
-8% -$112K 0.09% 240
2021
Q1 		$1.41M Sell
7,207
-21,709
-75% -$3.96M 0.12% 187
2020
Q4 		$5.03M Buy
28,916
+23,119
+399% +$3.85M 0.45% 36
2020
Q3 		$863K Sell
5,797
-117
-2% -$17.8K 0.1% 230
2020
Q2 		$907K Buy
5,914
+1,826
+45% +$264K 0.12% 187
2020
Q1 		$553K Buy
4,088
+2,708
+196% +$397K 0.1% 232
2019
Q4 		$191K Buy
1,380
+246
+22% +$34.8K 0.02% 554
2019
Q3 		$155K Buy
1,134
+220
+24% +$31.2K 0.03% 546
2019
Q2 		$123K Sell
914
-167
-15% -$20.8K 0.02% 534
2019
Q1 		$127K Buy
+1,081
New +$133K 0.02% 391

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

Belpointe Asset Management's MCK Position: Q2 2026 in Review

Belpointe Asset Management reduced its McKesson (MCK) stake by 9.1% in Q2 2026, selling an estimated $113K and leaving 1,418 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #474.

Belpointe Asset Management first reported a position in MCK in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.03M in Q4 2020. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Belpointe Asset Management held 1,418 shares of McKesson worth $1.07M as of Q2 2026.
  • Belpointe Asset Management sold 142 McKesson shares in Q2 2026, an estimated $113K.
  • McKesson made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #474 holding.
  • Belpointe Asset Management first reported a position in McKesson in Q1 2019 and has held it in 30 quarters since.
  • Belpointe Asset Management's McKesson position peaked at $5.03M in Q4 2020.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.