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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Asset Advisory Services's MCK Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its McKesson (MCK) stake by 8.6% in Q1 2026, selling an estimated $21.4K and leaving 255 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #276.

Capital Asset Advisory Services first reported a position in MCK in Q4 2019 and has held it in 16 quarters since. The position peaked at $430K in Q4 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Capital Asset Advisory Services held 255 shares of McKesson worth $219K as of Q1 2026.
Capital Asset Advisory Services sold 24 McKesson shares in Q1 2026, an estimated $21.4K.
McKesson made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #276 holding.
Capital Asset Advisory Services first reported a position in McKesson in Q4 2019 and has held it in 16 quarters since.
Capital Asset Advisory Services's McKesson position peaked at $430K in Q4 2024.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.