Black Diamond Financial’s McKesson MCK Stock Holding History

Black Diamond Financial’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	$1.14M	Sell	1,514 -28	-2%	-$22.2K	0.1%	78
2026 Q1	$1.33M	Buy	1,542 +16	+1%	+$14.3K	0.15%	70
2025 Q4	$1.25M	Hold	1,526	–	–	0.13%	73
2025 Q3	$1.18M	Buy	1,526 +1	+0.1%	+$704	0.13%	72
2025 Q2	$1.12M	Hold	1,525	–	–	0.17%	62
2025 Q1	$1.03M	Hold	1,525	–	–	0.15%	64
2024 Q4	$869K	Hold	1,525	–	–	0.13%	67
2024 Q3	$754K	Buy	1,525 +19	+1%	+$10.6K	0.13%	65
2024 Q2	$880K	Buy	1,506 +33	+2%	+$18.4K	0.17%	66
2024 Q1	$682K	Hold	1,473	–	–	0.18%	57
2023 Q4	$682K	Hold	1,473	–	–	0.18%	57
2023 Q3	$641K	Hold	1,473	–	–	0.2%	55
2023 Q2	$629K	Hold	1,473	–	–	0.19%	56
2023 Q1	$524K	Hold	1,473	–	–	0.17%	60
2022 Q4	$553K	Hold	1,473	–	–	0.2%	58
2022 Q3	$501K	Hold	1,473	–	–	0.2%	61
2022 Q2	$481K	Hold	1,473	–	–	0.19%	61
2022 Q1	$451K	Buy	+1,473	New	+$401K	0.14%	69

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

Black Diamond Financial's MCK Position: Q2 2026 in Review

Black Diamond Financial reduced its McKesson (MCK) stake by 1.8% in Q2 2026, selling an estimated $22.2K and leaving 1,514 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #78.

Black Diamond Financial first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Black Diamond Financial held 1,514 shares of McKesson worth $1.14M as of Q2 2026.
Black Diamond Financial sold 28 McKesson shares in Q2 2026, an estimated $22.2K.
McKesson made up 0.1% of Black Diamond Financial's portfolio in Q2 2026, its #78 holding.
Black Diamond Financial first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
Black Diamond Financial's McKesson position peaked at $1.33M in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.