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Brookwood Investment Group’s McKesson MCK Stock Holding History

Brookwood Investment 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 		$503K Sell
665
-5
-0.7% -$3.96K 0.06% 303
2026
Q1 		$580K Sell
670
-13
-2% -$11.6K 0.07% 258
2025
Q4 		$561K Sell
683
-2
-0.3% -$1.63K 0.07% 264
2025
Q3 		$529K Sell
685
-32
-4% -$22.5K 0.07% 250
2025
Q2 		$526K Sell
717
-13
-2% -$9.17K 0.08% 223
2025
Q1 		$491K Buy
+730
New +$451K 0.08% 225

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

Brookwood Investment Group's MCK Position: Q2 2026 in Review

Brookwood Investment Group reduced its McKesson (MCK) stake by 0.75% in Q2 2026, selling an estimated $3.96K and leaving 665 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #303.

Brookwood Investment Group first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $580K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Brookwood Investment Group held 665 shares of McKesson worth $503K as of Q2 2026.
  • Brookwood Investment Group sold 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up 0.06% of Brookwood Investment Group's portfolio in Q2 2026, its #303 holding.
  • Brookwood Investment Group first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's McKesson position peaked at $580K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.