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
Q1 | $1.99M | Sell |
2,300
-100
| -4% | -$89.3K | ﹤0.01% | 647 |
|
|
2025
Q4 | $1.97M | Sell |
2,400
-3,100
| -56% | -$2.53M | ﹤0.01% | 635 |
|
|
2025
Q3 | $4.25M | Buy |
5,500
+3,400
| +162% | +$2.39M | 0.01% | 518 |
|
|
2025
Q2 | $1.54M | Buy |
2,100
+100
| +5% | +$70.6K | ﹤0.01% | 726 |
|
|
2025
Q1 | $1.35M | Sell |
2,000
-3,000
| -60% | -$1.85M | ﹤0.01% | 794 |
|
|
2024
Q4 | $2.85M | Buy |
5,000
+1,000
| +25% | +$560K | 0.01% | 729 |
|
|
2024
Q3 | $1.98M | Sell |
4,000
-300
| -7% | -$167K | 0.01% | 738 |
|
|
2024
Q2 | $2.51M | Buy |
4,300
+800
| +23% | +$445K | 0.01% | 638 |
|
|
2024
Q1 | $1.88M | Sell |
3,500
-8,200
| -70% | -$4.16M | 0.01% | 811 |
|
|
2023
Q4 | $5.42M | Buy |
11,700
+3,700
| +46% | +$1.68M | 0.02% | 506 |
|
|
2023
Q3 | $3.48M | Buy |
8,000
+800
| +11% | +$337K | 0.02% | 536 |
|
|
2023
Q2 | $3.08M | Buy |
7,200
+300
| +4% | +$115K | 0.02% | 515 |
|
|
2023
Q1 | $2.46M | Sell |
6,900
-3,300
| -32% | -$1.19M | 0.01% | 533 |
|
|
2022
Q4 | $3.83M | Buy |
10,200
+600
| +6% | +$224K | 0.03% | 479 |
|
|
2022
Q3 | $3.26M | Buy |
9,600
+500
| +5% | +$174K | 0.02% | 547 |
|
|
2022
Q2 | $2.97M | Sell |
9,100
-1,500
| -14% | -$480K | 0.01% | 604 |
|
|
2022
Q1 | $3.25M | Sell |
10,600
-8,200
| -44% | -$2.23M | 0.01% | 862 |
|
|
2021
Q4 | $4.67M | Sell |
18,800
-3,300
| -15% | -$724K | 0.01% | 842 |
|
|
2021
Q3 | $4.41M | Buy |
22,100
+5,200
| +31% | +$1.04M | 0.01% | 900 |
|
|
2021
Q2 | $3.23M | Sell |
16,900
-7,900
| -32% | -$1.53M | 0.01% | 855 |
|
|
2021
Q1 | $4.84M | Sell |
24,800
-500
| -2% | -$91.3K | 0.01% | 654 |
|
|
2020
Q4 | $4.4M | Buy |
25,300
+11,600
| +85% | +$1.93M | 0.01% | 633 |
|
|
2020
Q3 | $2.04M | Buy |
13,700
+1,900
| +16% | +$288K | 0.01% | 800 |
|
|
2020
Q2 | $1.81M | Buy |
11,800
+8,800
| +293% | +$1.27M | 0.01% | 744 |
|
|
2020
Q1 | $406K | Sell |
3,000
-32,600
| -92% | -$4.78M | 0.01% | 925 |
|
|
2019
Q4 | $4.92M | Buy |
35,600
+8,700
| +32% | +$1.23M | 0.03% | 563 |
|
|
2019
Q3 | $3.68M | Buy |
26,900
+7,400
| +38% | +$1.05M | 0.03% | 546 |
|
|
2019
Q2 | $2.62M | Buy |
19,500
+7,800
| +67% | +$973K | 0.02% | 665 |
|
|
2019
Q1 | $1.37M | Buy |
11,700
+5,200
| +80% | +$642K | 0.01% | 721 |
|
|
2018
Q4 | $718K | Buy |
6,500
+2,300
| +55% | +$287K | 0.01% | 726 |
|
|
2018
Q3 | $557K | Buy |
+4,200
| New | +$548K | 0.01% | 767 |
|
Other funds holding MCK
VCM
VPM
Capstone Investment Advisors's MCK Position: Q1 2026 in Review
Capstone Investment Advisors reduced its McKesson (MCK) stake by 12% in Q1 2026, selling an estimated $170K and leaving 1,357 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #806.
Capstone Investment Advisors first reported a position in MCK in Q2 2014 and has held it in 28 quarters since. The position peaked at $3.4M in Q2 2017. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Capstone Investment Advisors held 1,357 shares of McKesson worth $1.17M as of Q1 2026.
- Capstone Investment Advisors sold 190 McKesson shares in Q1 2026, an estimated $170K.
- McKesson made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #806 holding.
- Capstone Investment Advisors first reported a position in McKesson in Q2 2014 and has held it in 28 quarters since.
- Capstone Investment Advisors's McKesson position peaked at $3.4M in Q2 2017.
- 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.