Burke & Herbert Bank & Trust’s McKesson MCK Stock Holding History

Burke & Herbert Bank & Trust’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	$425K	Hold	562	–	–	0.11%	163
2026 Q1	$486K	Hold	562	–	–	0.13%	143
2025 Q4	$461K	Hold	562	–	–	0.13%	145
2025 Q3	$434K	Sell	562 -5	-0.9%	-$3.52K	0.09%	167
2025 Q2	$415K	Hold	567	–	–	0.09%	169
2025 Q1	$382K	Hold	567	–	–	0.09%	173
2024 Q4	$323K	Hold	567	–	–	0.08%	186
2024 Q3	$280K	Sell	567 -5	-0.9%	-$2.78K	0.07%	198
2024 Q2	$334K	Hold	572	–	–	0.08%	181
2024 Q1	$307K	Hold	572	–	–	0.23%	101
2023 Q4	$265K	Hold	572	–	–	0.19%	105
2023 Q3	$249K	Hold	572	–	–	0.2%	103
2023 Q2	$244K	Hold	572	–	–	0.17%	117
2023 Q1	$204K	Hold	572	–	–	0.15%	131
2022 Q4	$215K	Buy	+572	New	+$213K	0.16%	125

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

Burke & Herbert Bank & Trust's MCK Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its McKesson (MCK) position steady in Q2 2026 at 562 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #163.

Burke & Herbert Bank & Trust first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $486K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Burke & Herbert Bank & Trust held 562 shares of McKesson worth $425K as of Q2 2026.
Burke & Herbert Bank & Trust left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.11% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #163 holding.
Burke & Herbert Bank & Trust first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
Burke & Herbert Bank & Trust's McKesson position peaked at $486K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.