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Benchmark Investment Advisors’s McKesson MCK Stock Holding History

Benchmark 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
Q1 		$538K Buy
+622
New +$555K 0.31% 50
2025
Q3 		$468K Buy
+605
New +$426K 0.27% 57
2025
Q1 		$601K Sell
893
-285
-24% -$176K 0.39% 58
2024
Q4 		$671K Sell
1,178
-381
-24% -$213K 0.44% 49
2024
Q3 		$771K Sell
1,559
-119
-7% -$66.3K 0.55% 45
2024
Q2 		$980K Buy
1,678
+37
+2% +$20.6K 0.71% 36
2024
Q1 		$881K Buy
1,641
+38
+2% +$19.3K 0.7% 40
2023
Q4 		$742K Buy
1,603
+280
+21% +$127K 0.69% 41
2023
Q3 		$575K Buy
1,323
+86
+7% +$36.2K 0.58% 49
2023
Q2 		$529K Sell
1,237
-880
-42% -$338K 0.49% 57
2023
Q1 		$754K Sell
2,117
-64
-3% -$23.1K 0.77% 41
2022
Q4 		$818K Buy
2,181
+1,531
+236% +$571K 0.86% 41
2022
Q3 		$221K Buy
+650
New +$226K 0.24% 85

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

Benchmark Investment Advisors's MCK Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in McKesson (MCK) in Q1 2026: 622 shares worth $538K. The stake represents 0.31% of the portfolio and ranks #50 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in MCK as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in MCK in Q3 2022 and has held it in 13 quarters since. The position peaked at $980K in Q2 2024. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Benchmark Investment Advisors held 622 shares of McKesson worth $538K as of Q1 2026.
  • McKesson was a new Benchmark Investment Advisors position in Q1 2026.
  • McKesson made up 0.31% of Benchmark Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Benchmark Investment Advisors first reported a position in McKesson in Q3 2022 and has held it in 13 quarters since.
  • Benchmark Investment Advisors's McKesson position peaked at $980K in Q2 2024.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.