Bogart Wealth LLC’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.79M | Buy |
10,312
+1,743
| +20% | +$1.38M | 0.27% | 85 |
|
|
2026
Q1 | $7.42M | Buy |
8,569
+8,449
| +7,041% | +$7.54M | 0.29% | 78 |
|
|
2025
Q4 | $98.4K | Hold |
120
| – | – | ﹤0.01% | 343 |
|
|
2025
Q3 | $92.7K | Buy |
120
+2
| +2% | +$1.41K | ﹤0.01% | 337 |
|
|
2025
Q2 | $86.5K | Buy |
118
+65
| +123% | +$45.9K | ﹤0.01% | 342 |
|
|
2025
Q1 | $35.7K | Buy |
53
+9
| +20% | +$5.56K | ﹤0.01% | 478 |
|
|
2024
Q4 | $25.1K | Hold |
44
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $21.8K | Hold |
44
| – | – | ﹤0.01% | 541 |
|
|
2024
Q2 | $25.7K | Hold |
44
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $23.6K | Hold |
44
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $20.4K | Hold |
44
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $19.1K | Hold |
44
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $18.8K | Hold |
44
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $15.7K | Buy |
44
+12
| +38% | +$4.33K | ﹤0.01% | 507 |
|
|
2022
Q4 | $12K | Hold |
32
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $11K | Hold |
32
| – | – | ﹤0.01% | 523 |
|
|
2022
Q2 | $10K | Buy |
32
+18
| +129% | +$5.76K | ﹤0.01% | 540 |
|
|
2022
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 607 |
|
|
2021
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 618 |
|
|
2021
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $3K | Sell |
14
-15
| -52% | -$2.74K | ﹤0.01% | 525 |
|
|
2020
Q4 | $5K | Hold |
29
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $4K | Buy |
29
+8
| +38% | +$1.13K | ﹤0.01% | 339 |
|
|
2019
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 323 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 310 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 316 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 317 |
|
|
2018
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 291 |
|
|
2018
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 317 |
|
|
2018
Q1 | $3K | Sell |
21
-46
| -69% | -$7.17K | ﹤0.01% | 298 |
|
|
2017
Q4 | $10K | Hold |
67
| – | – | 0.01% | 232 |
|
|
2017
Q3 | $10K | Buy |
+67
| New | +$10.5K | 0.01% | 227 |
|
Other funds holding MCK
Bogart Wealth LLC's MCK Position: Q2 2026 in Review
Bogart Wealth LLC increased its McKesson (MCK) stake by 20% in Q2 2026, buying an estimated $1.38M and bringing the position to 10,312 shares worth $7.79M. The position accounts for 0.27% of the portfolio, ranked #85.
Bogart Wealth LLC first reported a position in MCK in Q3 2017 and has held it in 36 quarters since. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Bogart Wealth LLC held 10,312 shares of McKesson worth $7.79M as of Q2 2026.
- Bogart Wealth LLC bought 1,743 McKesson shares in Q2 2026, an estimated $1.38M.
- McKesson made up 0.27% of Bogart Wealth LLC's portfolio in Q2 2026, its #85 holding.
- Bogart Wealth LLC first reported a position in McKesson in Q3 2017 and has held it in 36 quarters since.
- 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.