CA
MCK icon

Calton & Associates’s McKesson MCK Stock Holding History

Calton & Associates’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 		– Sell
-480
Closed -$416K – 460
2026
Q1 		$416K Sell
480
-39
-8% -$34.8K 0.06% 264
2025
Q4 		$426K Hold
519
– – 0.06% 267
2025
Q3 		$401K Buy
519
+63
+14% +$44.4K 0.06% 272
2025
Q2 		$334K Buy
+456
New +$322K 0.06% 268
2018
Q1 		– Sell
-540
Closed -$92K – 897
2017
Q4 		$92K Buy
+540
New +$80K 0.02% 508

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

Calton & Associates's MCK Position: Q2 2026 in Review

Calton & Associates sold out of McKesson (MCK) in Q2 2026, closing a stake of 480 shares — an estimated $416K sold.

Calton & Associates first reported a position in MCK in Q4 2017 and held it in 5 quarters. The position peaked at $426K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Calton & Associates reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 480 McKesson shares in Q2 2026, an estimated $416K.
  • Calton & Associates first reported a position in McKesson in Q4 2017 and held it in 5 quarters.
  • Calton & Associates's McKesson position peaked at $426K in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.