Capital Asset Advisory Services’s McKesson MCK Stock Holding History

Capital Asset Advisory Services’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	-255	Closed	-$219K	–	382
2026 Q1	$219K	Sell	255 -24	-9%	-$21.4K	0.01%	276
2025 Q4	$231K	Sell	279 -4	-1%	-$3.26K	0.01%	268
2025 Q3	$219K	Buy	+283	New	+$199K	0.01%	261
2025 Q1	–	Sell	-744	Closed	-$430K	–	300
2024 Q4	$430K	Buy	744 +52	+8%	+$29.1K	0.02%	197
2024 Q3	$342K	Buy	692 +5	+0.7%	+$2.78K	0.02%	234
2024 Q2	$403K	Buy	687 +7	+1%	+$3.9K	0.02%	206
2024 Q1	$367K	Sell	680 -66	-9%	-$33.5K	0.02%	221
2023 Q4	$346K	Sell	746 -107	-13%	-$48.7K	0.02%	227
2023 Q3	$390K	Buy	853 +81	+10%	+$34.1K	0.03%	219
2023 Q2	$316K	Sell	772 -20	-3%	-$7.69K	0.02%	248
2023 Q1	$282K	Sell	792 -62	-7%	-$22.4K	0.02%	273
2022 Q4	$325K	Sell	854 -156	-15%	-$58.2K	0.03%	256
2022 Q3	$343K	Buy	1,010 +380	+60%	+$132K	0.04%	225
2022 Q2	$206K	Buy	+630	New	+$202K	0.02%	368
2021 Q1	–	Sell	-559	Closed	-$97K	–	1152
2020 Q4	$97K	Buy	+559	New	+$93.1K	0.02%	466
2020 Q1	–	Sell	-1,368	Closed	-$225K	–	579
2019 Q4	$225K	Buy	+1,368	New	+$193K	0.05%	323

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Asset Advisory Services's MCK Position: Q2 2026 in Review

Capital Asset Advisory Services sold out of McKesson (MCK) in Q2 2026, closing a stake of 255 shares — an estimated $219K sold.

Capital Asset Advisory Services first reported a position in MCK in Q4 2019 and held it in 16 quarters. The position peaked at $430K in Q4 2024. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Capital Asset Advisory Services reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Capital Asset Advisory Services sold 255 McKesson shares in Q2 2026, an estimated $219K.
Capital Asset Advisory Services first reported a position in McKesson in Q4 2019 and held it in 16 quarters.
Capital Asset Advisory Services's McKesson position peaked at $430K in Q4 2024.
2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.