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Caldwell Trust’s McKesson MCK Stock Holding History

Caldwell 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 		$1.39M Sell
1,842
-88
-5% -$69.8K 0.11% 145
2026
Q1 		$1.67M Sell
1,930
-3
-0.2% -$2.68K 0.15% 125
2025
Q4 		$1.59M Sell
1,933
-91
-4% -$74.3K 0.14% 129
2025
Q3 		$1.56M Sell
2,024
-2
-0.1% -$1.41K 0.15% 128
2025
Q2 		$1.48M Sell
2,026
-44
-2% -$31.1K 0.15% 135
2025
Q1 		$1.39M Sell
2,070
-39
-2% -$24.1K 0.15% 130
2024
Q4 		$1.2M Sell
2,109
-1,444
-41% -$809K 0.13% 138
2024
Q3 		$1.76M Buy
3,553
+647
+22% +$360K 0.18% 112
2024
Q2 		$1.7M Buy
2,906
+406
+16% +$226K 0.19% 105
2024
Q1 		$1.34M Buy
2,500
+471
+23% +$239K 0.16% 124
2023
Q4 		$939K Buy
2,029
+566
+39% +$257K 0.12% 147
2023
Q3 		$636K Buy
1,463
+1,169
+398% +$493K 0.09% 172
2023
Q2 		$126K Buy
294
+40
+16% +$15.4K 0.02% 338
2023
Q1 		$90.4K Buy
254
+207
+440% +$74.8K 0.01% 357
2022
Q4 		$17.6K Hold
47
– – ﹤0.01% 551
2022
Q3 		$16K Hold
47
– – ﹤0.01% 556
2022
Q2 		$15.3K Hold
47
– – ﹤0.01% 573
2022
Q1 		$14.4K Hold
47
– – ﹤0.01% 605
2021
Q4 		$11.7K Hold
47
– – ﹤0.01% 625
2021
Q3 		$9.37K Sell
47
-70
-60% -$14K ﹤0.01% 640
2021
Q2 		$22.4K Hold
117
– – ﹤0.01% 552
2021
Q1 		$22.8K Hold
117
– – ﹤0.01% 538
2020
Q4 		$20.3K Hold
117
– – ﹤0.01% 538
2020
Q3 		$17.4K Hold
117
– – ﹤0.01% 543
2020
Q2 		$17.9K Hold
117
– – ﹤0.01% 560
2020
Q1 		$15.8K Hold
117
– – ﹤0.01% 580
2019
Q4 		$16.2K Buy
+117
New +$16.5K ﹤0.01% 618

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

Caldwell Trust's MCK Position: Q2 2026 in Review

Caldwell Trust reduced its McKesson (MCK) stake by 4.6% in Q2 2026, selling an estimated $69.8K and leaving 1,842 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #145.

Caldwell Trust first reported a position in MCK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.76M in Q3 2024. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Caldwell Trust held 1,842 shares of McKesson worth $1.39M as of Q2 2026.
  • Caldwell Trust sold 88 McKesson shares in Q2 2026, an estimated $69.8K.
  • McKesson made up 0.11% of Caldwell Trust's portfolio in Q2 2026, its #145 holding.
  • Caldwell Trust first reported a position in McKesson in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's McKesson position peaked at $1.76M in Q3 2024.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.