Bollard Group’s McKesson MCK Stock Holding History

Bollard Group’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	$66K	Hold	87	–	–	﹤0.01%	219
2026 Q1	$75K	Hold	87	–	–	﹤0.01%	221
2025 Q4	$71K	Hold	87	–	–	﹤0.01%	219
2025 Q3	$67K	Hold	87	–	–	﹤0.01%	200
2025 Q2	$64K	Hold	87	–	–	﹤0.01%	221
2025 Q1	$58K	Hold	87	–	–	﹤0.01%	214
2024 Q4	$49K	Buy	87 +1	+1%	+$560	﹤0.01%	220
2024 Q3	$43K	Hold	86	–	–	﹤0.01%	240
2024 Q2	$50K	Hold	86	–	–	﹤0.01%	233
2024 Q1	$46K	Hold	86	–	–	﹤0.01%	228
2023 Q4	$40K	Hold	86	–	–	﹤0.01%	226
2023 Q3	$37K	Hold	86	–	–	﹤0.01%	225
2023 Q2	$37K	Hold	86	–	–	﹤0.01%	230
2023 Q1	$31K	Hold	86	–	–	﹤0.01%	230
2022 Q4	$32K	Hold	86	–	–	﹤0.01%	226
2022 Q3	$29K	Buy	86 +1	+1%	+$347	﹤0.01%	232
2022 Q2	$28K	Hold	85	–	–	﹤0.01%	245
2022 Q1	$26K	Hold	85	–	–	﹤0.01%	380
2021 Q4	$21K	Hold	85	–	–	﹤0.01%	389
2021 Q3	$17K	Hold	85	–	–	﹤0.01%	397
2021 Q2	$16K	Hold	85	–	–	﹤0.01%	399
2021 Q1	$16K	Buy	85 +1	+1%	+$183	﹤0.01%	399
2020 Q4	$15K	Hold	84	–	–	﹤0.01%	400
2020 Q3	$13K	Hold	84	–	–	﹤0.01%	402
2020 Q2	$13K	Hold	84	–	–	﹤0.01%	423
2020 Q1	$11K	Buy	84 +1	+1%	+$146	﹤0.01%	208
2019 Q4	$12K	Hold	83	–	–	﹤0.01%	212
2019 Q3	$11K	Hold	83	–	–	﹤0.01%	218
2019 Q2	$11K	Hold	83	–	–	﹤0.01%	233
2019 Q1	$10K	Buy	83 +1	+1%	+$123	﹤0.01%	244
2018 Q4	$9K	Hold	82	–	–	﹤0.01%	246
2018 Q3	$11K	Hold	82	–	–	﹤0.01%	252
2018 Q2	$11K	Hold	82	–	–	﹤0.01%	247
2018 Q1	$12K	Hold	82	–	–	﹤0.01%	248
2017 Q4	$13K	Buy	82 +1	+1%	+$148	﹤0.01%	237
2017 Q3	$12K	Hold	81	–	–	﹤0.01%	248
2017 Q2	$13K	Hold	81	–	–	﹤0.01%	250
2017 Q1	$12K	Sell	81 -1,335	-94%	-$196K	﹤0.01%	255
2016 Q4	$199K	Buy	1,416 +81	+6%	+$11.9K	0.01%	182
2016 Q3	$223K	Hold	1,335	–	–	0.01%	179
2016 Q2	$249K	Hold	1,335	–	–	0.02%	178
2016 Q1	$210K	Hold	1,335	–	–	0.02%	180
2015 Q4	$263K	Hold	1,335	–	–	0.02%	174
2015 Q3	$247K	Buy	1,335 +1	+0.1%	+$212	0.02%	187
2015 Q2	$300K	Buy	1,334 +1	+0.1%	+$231	0.02%	180
2015 Q1	$302K	Hold	1,333	–	–	0.02%	184
2014 Q4	$277K	Hold	1,333	–	–	0.02%	176
2014 Q3	$259K	Hold	1,333	–	–	0.02%	189
2014 Q2	$248K	Hold	1,333	–	–	0.02%	190
2014 Q1	$235K	Hold	1,333	–	–	0.02%	187
2013 Q4	$215K	Hold	1,333	–	–	0.02%	177
2013 Q3	$171K	Buy	+1,333	New	+$164K	0.02%	183

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

Bollard Group's MCK Position: Q2 2026 in Review

Bollard Group held its McKesson (MCK) position steady in Q2 2026 at 87 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Bollard Group first reported a position in MCK in Q3 2013 and has held it in 52 quarters since. The position peaked at $302K in Q1 2015. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Bollard Group held 87 shares of McKesson worth $66K as of Q2 2026.
Bollard Group left its McKesson share count unchanged in Q2 2026.
McKesson made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #219 holding.
Bollard Group first reported a position in McKesson in Q3 2013 and has held it in 52 quarters since.
Bollard Group's McKesson position peaked at $302K in Q1 2015.
1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.