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Capital Advisors Inc’s McKesson MCK Stock Holding History

Capital Advisors Inc’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 		$743K Sell
984
-3
-0.3% -$2.38K 0.01% 190
2026
Q1 		$854K Buy
987
+51
+5% +$45.5K 0.01% 174
2025
Q4 		$768K Buy
936
+4
+0.4% +$3.26K 0.01% 174
2025
Q3 		$720K Buy
932
+47
+5% +$33.1K 0.01% 175
2025
Q2 		$648K Buy
885
+13
+1% +$9.17K 0.01% 182
2025
Q1 		$587K Sell
872
-599
-41% -$370K 0.01% 183
2024
Q4 		$838K Buy
1,471
+1
+0.1% +$560 0.02% 150
2024
Q3 		$727K Hold
1,470
– – 0.01% 169
2024
Q2 		$858K Hold
1,470
– – 0.02% 156
2024
Q1 		$789K Hold
1,470
– – 0.02% 159
2023
Q4 		$680K Sell
1,470
-9
-0.6% -$4.09K 0.02% 179
2023
Q3 		$643K Sell
1,479
-17
-1% -$7.16K 0.02% 157
2023
Q2 		$639K Buy
1,496
+25
+2% +$9.61K 0.02% 160
2023
Q1 		$524K Buy
1,471
+1
+0.1% +$361 0.01% 167
2022
Q4 		$551K Sell
1,470
-317
-18% -$118K 0.02% 170
2022
Q3 		$630K Buy
1,787
+317
+22% +$110K 0.02% 154
2022
Q2 		$479K Hold
1,470
– – 0.01% 169
2022
Q1 		$450K Buy
1,470
+500
+52% +$136K 0.01% 173
2021
Q4 		$241K Buy
+970
New +$213K 0.01% 223
2018
Q4 		– Sell
-1,601
Closed -$212K – 188
2018
Q3 		$212K Hold
1,601
– – 0.01% 174
2018
Q2 		$214K Hold
1,601
– – 0.01% 170
2018
Q1 		$226K Sell
1,601
-1
-0.1% -$156 0.01% 170
2017
Q4 		$250K Hold
1,602
– – 0.01% 175
2017
Q3 		$246K Hold
1,602
– – 0.02% 170
2017
Q2 		$264K Hold
1,602
– – 0.02% 168
2017
Q1 		$238K Sell
1,602
-1,000
-38% -$146K 0.02% 172
2016
Q4 		$365K Sell
2,602
-371
-12% -$54.6K 0.03% 142
2016
Q3 		$496K Buy
2,973
+1
+0% +$186 0.07% 88
2016
Q2 		$555K Buy
+2,972
New +$521K 0.09% 86

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

Capital Advisors Inc's MCK Position: Q2 2026 in Review

Capital Advisors Inc reduced its McKesson (MCK) stake by 0.3% in Q2 2026, selling an estimated $2.38K and leaving 984 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #190.

Capital Advisors Inc first reported a position in MCK in Q2 2016 and has held it in 29 quarters since. The position peaked at $858K in Q2 2024. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Capital Advisors Inc held 984 shares of McKesson worth $743K as of Q2 2026.
  • Capital Advisors Inc sold 3 McKesson shares in Q2 2026, an estimated $2.38K.
  • McKesson made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #190 holding.
  • Capital Advisors Inc first reported a position in McKesson in Q2 2016 and has held it in 29 quarters since.
  • Capital Advisors Inc's McKesson position peaked at $858K in Q2 2024.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.