Capital Advantage’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-246
| Closed | -$213K | – | 153 |
|
|
2026
Q1 | $213K | Hold |
246
| – | – | 0.03% | 143 |
|
|
2025
Q4 | $202K | Buy |
+246
| New | +$201K | 0.03% | 149 |
|
|
2021
Q2 | – | Sell |
-3,050
| Closed | -$595K | – | 83 |
|
|
2021
Q1 | $595K | Hold |
3,050
| – | – | 0.16% | 54 |
|
|
2020
Q4 | $536K | Hold |
3,050
| – | – | 0.16% | 52 |
|
|
2020
Q3 | $452K | Hold |
3,050
| – | – | 0.15% | 57 |
|
|
2020
Q2 | $468K | Hold |
3,050
| – | – | 0.17% | 50 |
|
|
2020
Q1 | $432K | Hold |
3,050
| – | – | 0.17% | 54 |
|
|
2019
Q4 | $465K | Hold |
3,050
| – | – | 0.15% | 53 |
|
|
2019
Q3 | $417K | Buy |
+3,050
| New | +$433K | 0.14% | 58 |
|
|
2019
Q1 | $358K | Buy |
+3,057
| New | +$377K | 0.13% | 58 |
|
|
2018
Q4 | – | Sell |
-3,057
| Closed | -$406K | – | 78 |
|
|
2018
Q3 | $406K | Hold |
3,057
| – | – | 0.09% | 51 |
|
|
2018
Q2 | $408K | Hold |
3,057
| – | – | 0.1% | 52 |
|
|
2018
Q1 | $431K | Hold |
3,057
| – | – | 0.11% | 44 |
|
|
2017
Q4 | $477K | Sell |
3,057
-101
| -3% | -$15K | 0.12% | 46 |
|
|
2017
Q3 | $485K | Hold |
3,158
| – | – | 0.12% | 45 |
|
|
2017
Q2 | $520K | Hold |
3,158
| – | – | 0.14% | 45 |
|
|
2017
Q1 | $468K | Hold |
3,158
| – | – | 0.13% | 46 |
|
|
2016
Q4 | $443K | Buy |
3,158
+1
| +0% | +$147 | 0.13% | 49 |
|
|
2016
Q3 | $527K | Hold |
3,157
| – | – | 0.15% | 46 |
|
|
2016
Q2 | $589K | Hold |
3,157
| – | – | 0.17% | 45 |
|
|
2016
Q1 | $496K | Hold |
3,157
| – | – | 0.18% | 47 |
|
|
2015
Q4 | $623K | Hold |
3,157
| – | – | 0.21% | 42 |
|
|
2015
Q3 | $584K | Buy |
3,157
+107
| +4% | +$22.7K | 0.23% | 43 |
|
|
2015
Q2 | $686K | Hold |
3,050
| – | – | 0.27% | 39 |
|
|
2015
Q1 | $690K | Hold |
3,050
| – | – | 0.28% | 36 |
|
|
2014
Q4 | $633K | Hold |
3,050
| – | – | 0.26% | 36 |
|
|
2014
Q3 | $594K | Hold |
3,050
| – | – | 0.31% | 29 |
|
|
2014
Q2 | $568K | Hold |
3,050
| – | – | 0.31% | 29 |
|
|
2014
Q1 | $539K | Hold |
3,050
| – | – | 0.38% | 25 |
|
|
2013
Q4 | $492K | Buy |
+3,050
| New | +$468K | 0.33% | 26 |
|
Other funds holding MCK
Capital Advantage's MCK Position: Q2 2026 in Review
Capital Advantage sold out of McKesson (MCK) in Q2 2026, closing a stake of 246 shares — an estimated $213K sold.
Capital Advantage first reported a position in MCK in Q4 2013 and held it in 30 quarters. The position peaked at $690K in Q1 2015. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Capital Advantage reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
- Capital Advantage sold 246 McKesson shares in Q2 2026, an estimated $213K.
- Capital Advantage first reported a position in McKesson in Q4 2013 and held it in 30 quarters.
- Capital Advantage's McKesson position peaked at $690K in Q1 2015.
- 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.