Capstone Investment Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.93M | Buy |
5,196
+3,839
| +283% | +$3.04M | 0.01% | 551 |
|
|
2026
Q1 | $1.17M | Sell |
1,357
-190
| -12% | -$170K | ﹤0.01% | 806 |
|
|
2025
Q4 | $1.27M | Buy |
1,547
+483
| +45% | +$394K | ﹤0.01% | 778 |
|
|
2025
Q3 | $822K | Sell |
1,064
-3,240
| -75% | -$2.28M | ﹤0.01% | 1106 |
|
|
2025
Q2 | $3.15M | Buy |
+4,304
| New | +$3.04M | 0.01% | 509 |
|
|
2025
Q1 | – | Sell |
-710
| Closed | -$439K | – | 1682 |
|
|
2024
Q4 | $405K | Sell |
710
-408
| -36% | -$228K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $553K | Sell |
1,118
-167
| -13% | -$93K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $750K | Buy |
1,285
+255
| +25% | +$142K | ﹤0.01% | 1107 |
|
|
2024
Q1 | $553K | Buy |
1,030
+212
| +26% | +$108K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $379K | Buy |
+818
| New | +$372K | ﹤0.01% | 1478 |
|
|
2023
Q3 | – | Sell |
-493
| Closed | -$208K | – | 2211 |
|
|
2023
Q2 | $211K | Sell |
493
-1,087
| -69% | -$418K | ﹤0.01% | 1532 |
|
|
2023
Q1 | $563K | Buy |
1,580
+927
| +142% | +$335K | ﹤0.01% | 968 |
|
|
2022
Q4 | $245K | Buy |
+653
| New | +$244K | ﹤0.01% | 1271 |
|
|
2022
Q3 | – | Sell |
-207
| Closed | -$71.9K | – | 1724 |
|
|
2022
Q2 | $68K | Sell |
207
-90
| -30% | -$28.8K | ﹤0.01% | 1596 |
|
|
2022
Q1 | $91K | Buy |
297
+100
| +51% | +$27.2K | ﹤0.01% | 1861 |
|
|
2021
Q4 | $49K | Sell |
197
-4,741
| -96% | -$1.04M | ﹤0.01% | 1729 |
|
|
2021
Q3 | $985K | Sell |
4,938
-8,198
| -62% | -$1.64M | ﹤0.01% | 1416 |
|
|
2021
Q2 | $2.51M | Buy |
+13,136
| New | +$2.54M | 0.01% | 949 |
|
|
2021
Q1 | – | Sell |
-750
| Closed | -$137K | – | 1854 |
|
|
2020
Q4 | $130K | Buy |
+750
| New | +$125K | ﹤0.01% | 1518 |
|
|
2020
Q1 | – | Sell |
-257
| Closed | -$37.6K | – | 1296 |
|
|
2019
Q4 | $36K | Buy |
257
+41
| +19% | +$5.79K | ﹤0.01% | 1344 |
|
|
2019
Q3 | $30K | Sell |
216
-8
| -4% | -$1.14K | ﹤0.01% | 1311 |
|
|
2019
Q2 | $30K | Sell |
224
-6,466
| -97% | -$806K | ﹤0.01% | 1348 |
|
|
2019
Q1 | $783K | Buy |
6,690
+3,668
| +121% | +$453K | 0.01% | 884 |
|
|
2018
Q4 | $334K | Buy |
3,022
+534
| +21% | +$66.6K | ﹤0.01% | 911 |
|
|
2018
Q3 | $330K | Buy |
2,488
+1,405
| +130% | +$183K | ﹤0.01% | 893 |
|
|
2018
Q2 | $144K | Buy |
+1,083
| New | +$158K | ﹤0.01% | 609 |
|
|
2017
Q3 | – | Sell |
-20,662
| Closed | -$3.4M | – | 660 |
|
|
2017
Q2 | $3.4M | Buy |
+20,662
| New | +$3.13M | 0.09% | 183 |
|
|
2014
Q4 | – | Sell |
-4,407
| Closed | -$857K | – | 374 |
|
|
2014
Q3 | $857K | Buy |
4,407
+2,394
| +119% | +$461K | 0.01% | 345 |
|
|
2014
Q2 | $374K | Buy |
+2,013
| New | +$358K | ﹤0.01% | 362 |
|
Other funds holding MCK
Capstone Investment Advisors's MCK Position: Q2 2026 in Review
Capstone Investment Advisors increased its McKesson (MCK) stake by 283% in Q2 2026, buying an estimated $3.04M and bringing the position to 5,196 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #551.
Capstone Investment Advisors first reported a position in MCK in Q2 2014 and has held it in 29 quarters since. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Capstone Investment Advisors held 5,196 shares of McKesson worth $3.93M as of Q2 2026.
- Capstone Investment Advisors bought 3,839 McKesson shares in Q2 2026, an estimated $3.04M.
- McKesson made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #551 holding.
- Capstone Investment Advisors first reported a position in McKesson in Q2 2014 and has held it in 29 quarters since.
- 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.