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 | $14.2M | Buy |
16,400
+15,300
| +1,391% | +$13.7M | 0.02% | 233 |
|
|
2025
Q4 | $902K | Sell |
1,100
-4,100
| -79% | -$3.35M | ﹤0.01% | 906 |
|
|
2025
Q3 | $4.02M | Buy |
+5,200
| New | +$3.66M | 0.01% | 537 |
|
|
2025
Q2 | – | Sell |
-400
| Closed | -$269K | – | 1679 |
|
|
2025
Q1 | $269K | Sell |
400
-9,400
| -96% | -$5.81M | ﹤0.01% | 1220 |
|
|
2024
Q4 | $5.59M | Buy |
9,800
+1,000
| +11% | +$560K | 0.01% | 509 |
|
|
2024
Q3 | $4.35M | Hold |
8,800
| – | – | 0.01% | 497 |
|
|
2024
Q2 | $5.14M | Buy |
8,800
+800
| +10% | +$445K | 0.02% | 457 |
|
|
2024
Q1 | $4.29M | Sell |
8,000
-19,000
| -70% | -$9.65M | 0.02% | 497 |
|
|
2023
Q4 | $12.5M | Buy |
27,000
+8,700
| +48% | +$3.96M | 0.04% | 296 |
|
|
2023
Q3 | $7.96M | Buy |
18,300
+1,000
| +6% | +$421K | 0.04% | 324 |
|
|
2023
Q2 | $7.39M | Buy |
17,300
+800
| +5% | +$307K | 0.04% | 297 |
|
|
2023
Q1 | $5.87M | Sell |
16,500
-8,200
| -33% | -$2.96M | 0.03% | 330 |
|
|
2022
Q4 | $9.27M | Buy |
24,700
+11,800
| +91% | +$4.4M | 0.07% | 253 |
|
|
2022
Q3 | $4.38M | Buy |
12,900
+1,600
| +14% | +$555K | 0.03% | 447 |
|
|
2022
Q2 | $3.69M | Sell |
11,300
-24,500
| -68% | -$7.84M | 0.02% | 511 |
|
|
2022
Q1 | $11M | Sell |
35,800
-137,400
| -79% | -$37.4M | 0.03% | 440 |
|
|
2021
Q4 | $43.1M | Sell |
173,200
-17,300
| -9% | -$3.8M | 0.07% | 240 |
|
|
2021
Q3 | $38M | Buy |
190,500
+21,400
| +13% | +$4.28M | 0.08% | 245 |
|
|
2021
Q2 | $32.3M | Sell |
169,100
-16,300
| -9% | -$3.15M | 0.07% | 243 |
|
|
2021
Q1 | $36.2M | Buy |
185,400
+55,300
| +43% | +$10.1M | 0.11% | 176 |
|
|
2020
Q4 | $22.6M | Buy |
130,100
+75,500
| +138% | +$12.6M | 0.08% | 221 |
|
|
2020
Q3 | $8.13M | Buy |
54,600
+18,300
| +50% | +$2.78M | 0.04% | 372 |
|
|
2020
Q2 | $5.57M | Buy |
36,300
+30,100
| +485% | +$4.35M | 0.04% | 401 |
|
|
2020
Q1 | $839K | Sell |
6,200
-86,900
| -93% | -$12.7M | 0.01% | 763 |
|
|
2019
Q4 | $12.9M | Buy |
93,100
+34,200
| +58% | +$4.83M | 0.07% | 289 |
|
|
2019
Q3 | $8.05M | Buy |
58,900
+11,100
| +23% | +$1.57M | 0.06% | 322 |
|
|
2019
Q2 | $6.42M | Buy |
47,800
+17,200
| +56% | +$2.14M | 0.05% | 398 |
|
|
2019
Q1 | $3.58M | Buy |
30,600
+8,500
| +38% | +$1.05M | 0.03% | 441 |
|
|
2018
Q4 | $2.44M | Buy |
22,100
+5,400
| +32% | +$673K | 0.03% | 398 |
|
|
2018
Q3 | $2.21M | Buy |
16,700
+14,500
| +659% | +$1.89M | 0.03% | 409 |
|
|
2018
Q2 | $293K | Buy |
+2,200
| New | +$322K | ﹤0.01% | 537 |
|
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.