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Capital Advisors Ltd’s McKesson MCK Stock Holding History

Capital Advisors Ltd’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 		$318K Sell
421
-2
-0.5% -$1.59K 0.03% 248
2026
Q1 		$366K Sell
423
-141
-25% -$126K 0.04% 212
2025
Q4 		$463K Buy
564
+8
+1% +$6.53K 0.05% 185
2025
Q3 		$430K Buy
556
+449
+420% +$316K 0.05% 191
2025
Q2 		$78K Hold
107
– – 0.01% 398
2025
Q1 		$72K Sell
107
-3
-3% -$1.85K 0.01% 395
2024
Q4 		$63K Buy
110
+13
+13% +$7.28K 0.01% 418
2024
Q3 		$48K Sell
97
-17
-15% -$9.47K 0.01% 461
2024
Q2 		$67K Buy
114
+15
+15% +$8.35K 0.01% 392
2024
Q1 		$53K Buy
99
+3
+3% +$1.52K 0.01% 431
2023
Q4 		$44K Buy
96
+3
+3% +$1.36K 0.01% 445
2023
Q3 		$40K Buy
93
+3
+3% +$1.26K 0.01% 447
2023
Q2 		$38K Buy
90
+85
+1,700% +$32.7K 0.01% 468
2023
Q1 		$2K Sell
5
-89
-95% -$32.1K ﹤0.01% 911
2022
Q4 		$6K Buy
94
+76
+422% +$28.3K ﹤0.01% 630
2022
Q3 		$6K Buy
18
+14
+350% +$4.86K ﹤0.01% 608
2022
Q2 		$1K Buy
4
+1
+33% +$320 ﹤0.01% 831
2022
Q1 		$1K Hold
3
– – ﹤0.01% 749
2021
Q4 		$1K Buy
+3
New +$659 ﹤0.01% 710
2015
Q3 		– Sell
-85
Closed -$19K – 340
2015
Q2 		$19K Hold
85
– – 0.01% 249
2015
Q1 		$19K Hold
85
– – 0.01% 236
2014
Q4 		$18K Hold
85
– – 0.01% 232
2014
Q3 		$16K Hold
85
– – 0.01% 240
2014
Q2 		$16K Hold
85
– – 0.01% 252
2014
Q1 		$15K Hold
85
– – 0.01% 254
2013
Q4 		$14K Buy
+85
New +$13.1K 0.01% 222

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 Ltd's MCK Position: Q2 2026 in Review

Capital Advisors Ltd reduced its McKesson (MCK) stake by 0.47% in Q2 2026, selling an estimated $1.59K and leaving 421 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #248.

Capital Advisors Ltd first reported a position in MCK in Q4 2013 and has held it in 26 quarters since. The position peaked at $463K in Q4 2025. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Capital Advisors Ltd held 421 shares of McKesson worth $318K as of Q2 2026.
  • Capital Advisors Ltd sold 2 McKesson shares in Q2 2026, an estimated $1.59K.
  • McKesson made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #248 holding.
  • Capital Advisors Ltd first reported a position in McKesson in Q4 2013 and has held it in 26 quarters since.
  • Capital Advisors Ltd's McKesson position peaked at $463K in Q4 2025.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.