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Capital Investment Advisors’s McKesson MCK Stock Holding History

Capital Investment Advisors’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 		$3.17M Sell
3,664
-116
-3% -$104K 0.05% 178
2025
Q4 		$3.1M Buy
3,780
+259
+7% +$211K 0.05% 186
2025
Q3 		$2.72M Buy
3,521
+15
+0.4% +$10.6K 0.04% 192
2025
Q2 		$2.57M Buy
3,506
+834
+31% +$589K 0.05% 195
2025
Q1 		$1.8M Buy
2,672
+293
+12% +$181K 0.04% 231
2024
Q4 		$1.36M Buy
2,379
+535
+29% +$300K 0.03% 267
2024
Q3 		$912K Sell
1,844
-82
-4% -$45.7K 0.02% 313
2024
Q2 		$1.13M Sell
1,926
-461
-19% -$257K 0.03% 271
2024
Q1 		$1.28M Sell
2,387
-29
-1% -$14.7K 0.03% 253
2023
Q4 		$1.12M Sell
2,416
-123
-5% -$55.9K 0.03% 259
2023
Q3 		$1.1M Sell
2,539
-2
-0.1% -$843 0.03% 244
2023
Q2 		$1.09M Sell
2,541
-90
-3% -$34.6K 0.03% 233
2023
Q1 		$937K Sell
2,631
-141
-5% -$50.9K 0.03% 255
2022
Q4 		$1.04M Sell
2,772
-68
-2% -$25.4K 0.03% 245
2022
Q3 		$965K Sell
2,840
-270
-9% -$93.7K 0.03% 246
2022
Q2 		$1.01M Sell
3,110
-152
-5% -$48.6K 0.03% 247
2022
Q1 		$999K Sell
3,262
-143
-4% -$38.9K 0.03% 265
2021
Q4 		$846K Sell
3,405
-315
-8% -$69.2K 0.03% 298
2021
Q3 		$742K Sell
3,720
-1,303
-26% -$260K 0.03% 312
2021
Q2 		$961K Sell
5,023
-497
-9% -$96K 0.03% 276
2021
Q1 		$1.08M Sell
5,520
-634
-10% -$116K 0.04% 240
2020
Q4 		$1.07M Buy
6,154
+2,410
+64% +$401K 0.04% 233
2020
Q3 		$558K Sell
3,744
-279
-7% -$42.4K 0.03% 302
2020
Q2 		$617K Buy
4,023
+29
+0.7% +$4.19K 0.03% 286
2020
Q1 		$540K Sell
3,994
-1,160
-23% -$170K 0.03% 270
2019
Q4 		$713K Sell
5,154
-242
-4% -$34.2K 0.03% 277
2019
Q3 		$737K Sell
5,396
-1,363
-20% -$193K 0.04% 261
2019
Q2 		$908K Sell
6,759
-121
-2% -$15.1K 0.05% 238
2019
Q1 		$805K Sell
6,880
-79
-1% -$9.75K 0.05% 239
2018
Q4 		$769K Sell
6,959
-1,988
-22% -$248K 0.05% 235
2018
Q3 		$1.19M Sell
8,947
-138
-2% -$18K 0.07% 196
2018
Q2 		$1.21M Buy
9,085
+510
+6% +$74.6K 0.08% 188
2018
Q1 		$1.21M Sell
8,575
-791
-8% -$123K 0.08% 189
2017
Q4 		$1.46M Sell
9,366
-693
-7% -$103K 0.1% 168
2017
Q3 		$1.54M Sell
10,059
-127
-1% -$19.8K 0.11% 158
2017
Q2 		$1.68M Sell
10,186
-167
-2% -$25.3K 0.12% 146
2017
Q1 		$1.53M Buy
10,353
+223
+2% +$32.7K 0.12% 153
2016
Q4 		$1.42M Buy
10,130
+1,351
+15% +$199K 0.12% 160
2016
Q3 		$1.46M Sell
8,779
-284
-3% -$52.9K 0.13% 153
2016
Q2 		$1.69M Hold
9,063
– – 0.16% 125
2016
Q1 		$1.43M Buy
9,063
+5,099
+129% +$824K 0.14% 139
2015
Q4 		$782K Buy
3,964
+1,319
+50% +$249K 0.08% 188
2015
Q3 		$489K Buy
2,645
+58
+2% +$12.3K 0.05% 230
2015
Q2 		$582K Buy
2,587
+810
+46% +$187K 0.06% 224
2015
Q1 		$402K Buy
1,777
+107
+6% +$23.7K 0.04% 271
2014
Q4 		$347K Buy
1,670
+405
+32% +$82.3K 0.04% 288
2014
Q3 		$246K Buy
1,265
+29
+2% +$5.58K 0.03% 317
2014
Q2 		$230K Buy
+1,236
New +$220K 0.03% 338

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors's MCK Position: Q1 2026 in Review

Capital Investment Advisors reduced its McKesson (MCK) stake by 3.1% in Q1 2026, selling an estimated $104K and leaving 3,664 shares worth $3.17M. The position accounts for 0.05% of the portfolio, ranked #178.

Capital Investment Advisors first reported a position in MCK in Q2 2014 and has held it in 48 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Capital Investment Advisors held 3,664 shares of McKesson worth $3.17M as of Q1 2026.
  • Capital Investment Advisors sold 116 McKesson shares in Q1 2026, an estimated $104K.
  • McKesson made up 0.05% of Capital Investment Advisors's portfolio in Q1 2026, its #178 holding.
  • Capital Investment Advisors first reported a position in McKesson in Q2 2014 and has held it in 48 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.