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Braun Stacey Associates’s McKesson MCK Stock Holding History

Braun Stacey Associates’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 		$26.6M Sell
35,161
-637
-2% -$505K 0.75% 51
2026
Q1 		$31M Sell
35,798
-135
-0.4% -$120K 1.03% 29
2025
Q4 		$29.5M Buy
35,933
+537
+2% +$438K 0.96% 31
2025
Q3 		$27.3M Sell
35,396
-312
-0.9% -$220K 0.9% 38
2025
Q2 		$26.2M Sell
35,708
-254
-0.7% -$179K 0.95% 37
2025
Q1 		$24.2M Sell
35,962
-2,793
-7% -$1.73M 0.99% 38
2024
Q4 		$22.1M Sell
38,755
-7,696
-17% -$4.31M 0.82% 48
2024
Q3 		$23M Sell
46,451
-11,695
-20% -$6.51M 0.87% 48
2024
Q2 		$34M Sell
58,146
-1,363
-2% -$759K 1.32% 15
2024
Q1 		$31.9M Buy
59,509
+456
+0.8% +$232K 1.26% 17
2023
Q4 		$27.3M Sell
59,053
-2,457
-4% -$1.12M 1.22% 21
2023
Q3 		$26.7M Sell
61,510
-1,064
-2% -$448K 1.3% 20
2023
Q2 		$26.7M Sell
62,574
-61,374
-50% -$23.6M 1.24% 18
2023
Q1 		$44.1M Buy
123,948
+61,079
+97% +$22.1M 1.16% 21
2022
Q4 		$23.6M Sell
62,869
-2,416
-4% -$901K 1.35% 14
2022
Q3 		$22.2M Sell
65,285
-5,530
-8% -$1.92M 1.35% 13
2022
Q2 		$23.1M Sell
70,815
-2,944
-4% -$942K 1.32% 13
2022
Q1 		$22.6M Buy
73,759
+5,644
+8% +$1.53M 0.94% 39
2021
Q4 		$16.9M Buy
+68,115
New +$15M 0.62% 77

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

Braun Stacey Associates's MCK Position: Q2 2026 in Review

Braun Stacey Associates reduced its McKesson (MCK) stake by 1.8% in Q2 2026, selling an estimated $505K and leaving 35,161 shares worth $26.6M. The position accounts for 0.75% of the portfolio, ranked #51.

Braun Stacey Associates first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.1M in Q1 2023. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Braun Stacey Associates held 35,161 shares of McKesson worth $26.6M as of Q2 2026.
  • Braun Stacey Associates sold 637 McKesson shares in Q2 2026, an estimated $505K.
  • McKesson made up 0.75% of Braun Stacey Associates's portfolio in Q2 2026, its #51 holding.
  • Braun Stacey Associates first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • Braun Stacey Associates's McKesson position peaked at $44.1M in Q1 2023.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.