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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
Q2 		$441K Sell
584
-38
-6% -$30.1K 0.19% 56
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 $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

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

Benchmark Investment Advisors reduced its McKesson (MCK) stake by 6.1% in Q2 2026, selling an estimated $30.1K and leaving 584 shares worth $441K. The position accounts for 0.19% of the portfolio, ranked #56.

Benchmark Investment Advisors first reported a position in MCK in Q3 2022 and has held it in 14 quarters since. The position peaked at $980K in Q2 2024. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Benchmark Investment Advisors held 584 shares of McKesson worth $441K as of Q2 2026.
  • Benchmark Investment Advisors sold 38 McKesson shares in Q2 2026, an estimated $30.1K.
  • McKesson made up 0.19% of Benchmark Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Benchmark Investment Advisors first reported a position in McKesson in Q3 2022 and has held it in 14 quarters since.
  • Benchmark Investment Advisors's McKesson position peaked at $980K in Q2 2024.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.