BGAI
MCK icon

Bruce G. Allen Investments’s McKesson MCK Stock Holding History

Bruce G. Allen Investments’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 		$22.7K Sell
30
-2
-6% -$1.59K 0.01% 391
2026
Q1 		$27.7K Buy
32
+9
+39% +$8.03K 0.02% 352
2025
Q4 		$18.9K Sell
23
-2
-8% -$1.63K 0.01% 406
2025
Q3 		$19.3K Hold
25
– – 0.01% 404
2025
Q2 		$18.3K Sell
25
-52
-68% -$36.7K 0.01% 408
2025
Q1 		$51.9K Sell
77
-5
-6% -$3.09K 0.04% 246
2024
Q4 		$46.8K Buy
82
+28
+52% +$15.7K 0.04% 271
2024
Q3 		$26.7K Buy
54
+19
+54% +$10.6K 0.02% 354
2024
Q2 		$20.4K Sell
35
-3
-8% -$1.67K 0.02% 365
2024
Q1 		$20.4K Sell
38
-9
-19% -$4.57K 0.02% 376
2023
Q4 		$21.8K Buy
+47
New +$21.4K 0.02% 362

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

Bruce G. Allen Investments's MCK Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its McKesson (MCK) stake by 6.3% in Q2 2026, selling an estimated $1.59K and leaving 30 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #391.

Bruce G. Allen Investments first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.9K in Q1 2025. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Bruce G. Allen Investments held 30 shares of McKesson worth $22.7K as of Q2 2026.
  • Bruce G. Allen Investments sold 2 McKesson shares in Q2 2026, an estimated $1.59K.
  • McKesson made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #391 holding.
  • Bruce G. Allen Investments first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's McKesson position peaked at $51.9K in Q1 2025.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.