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Capital Performance Advisors’s McKesson MCK Stock Holding History

Capital Performance 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
Q2 		$335K Sell
443
-408
-48% -$323K 0.02% 217
2026
Q1 		$737K Sell
851
-183
-18% -$163K 0.05% 160
2025
Q4 		$848K Buy
1,034
+490
+90% +$400K 0.06% 135
2025
Q3 		$420K Buy
544
+2
+0.4% +$1.41K 0.07% 158
2025
Q2 		$398K Buy
542
+42
+8% +$29.6K 0.08% 127
2025
Q1 		$337K Buy
500
+136
+37% +$84.1K 0.07% 147
2024
Q4 		$208K Buy
364
+335
+1,155% +$188K 0.07% 146
2024
Q3 		$14.5K Buy
+29
New +$16.1K ﹤0.01% 698

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 Performance Advisors's MCK Position: Q2 2026 in Review

Capital Performance Advisors reduced its McKesson (MCK) stake by 48% in Q2 2026, selling an estimated $323K and leaving 443 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #217.

Capital Performance Advisors first reported a position in MCK in Q3 2024 and has held it in 8 quarters since. The position peaked at $848K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Capital Performance Advisors held 443 shares of McKesson worth $335K as of Q2 2026.
  • Capital Performance Advisors sold 408 McKesson shares in Q2 2026, an estimated $323K.
  • McKesson made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #217 holding.
  • Capital Performance Advisors first reported a position in McKesson in Q3 2024 and has held it in 8 quarters since.
  • Capital Performance Advisors's McKesson position peaked at $848K in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.