Capital Investment Advisory Services’s McKesson MCK Stock Holding History

Capital Investment 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	$287K	Buy	379 +36	+10%	+$28.5K	0.02%	599
2026 Q1	$297K	Buy	343 +15	+5%	+$13.4K	0.02%	519
2025 Q4	$269K	Hold	328	–	–	0.02%	523
2025 Q3	$254K	Hold	328	–	–	0.02%	520
2025 Q2	$240K	Hold	328	–	–	0.02%	508
2025 Q1	$221K	Buy	+328	New	+$203K	0.02%	512
2024 Q3	–	Sell	-398	Closed	-$233K	–	995
2024 Q2	$233K	Buy	+398	New	+$222K	0.02%	454
2019 Q4	–	Sell	-913	Closed	-$125K	–	965
2019 Q3	$125K	Hold	913	–	–	0.03%	343
2019 Q2	$127K	Buy	913 +250	+38%	+$31.2K	0.04%	348
2019 Q1	$78K	Hold	663	–	–	0.03%	397
2018 Q4	$73K	Buy	+663	New	+$82.7K	0.03%	374

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Capital Investment Advisory Services increased its McKesson (MCK) stake by 10% in Q2 2026, buying an estimated $28.5K and bringing the position to 379 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #599.

Capital Investment Advisory Services first reported a position in MCK in Q4 2018 and has held it in 11 quarters since. The position peaked at $297K in Q1 2026. 691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Capital Investment Advisory Services held 379 shares of McKesson worth $287K as of Q2 2026.
Capital Investment Advisory Services bought 36 McKesson shares in Q2 2026, an estimated $28.5K.
McKesson made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #599 holding.
Capital Investment Advisory Services first reported a position in McKesson in Q4 2018 and has held it in 11 quarters since.
Capital Investment Advisory Services's McKesson position peaked at $297K in Q1 2026.
691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.