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Caerus Investment Advisors’s McKesson MCK Stock Holding History

Caerus Investment Advisors’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
Q1 		– Sell
-254
Closed -$208K – 335
2025
Q4 		$208K Buy
+254
New +$207K 0.07% 303
2023
Q3 		– Sell
-1,200
Closed -$513K – 37
2023
Q2 		$513K Buy
+1,200
New +$461K 0.58% 21

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caerus Investment Advisors's MCK Position: Q1 2026 in Review

Caerus Investment Advisors sold out of McKesson (MCK) in Q1 2026, closing a stake of 254 shares — an estimated $208K sold.

Caerus Investment Advisors first reported a position in MCK in Q2 2023 and held it in 2 quarters. The position peaked at $513K in Q2 2023. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Caerus Investment Advisors reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 254 McKesson shares in Q1 2026, an estimated $208K.
  • Caerus Investment Advisors first reported a position in McKesson in Q2 2023 and held it in 2 quarters.
  • Caerus Investment Advisors's McKesson position peaked at $513K in Q2 2023.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.