CAPTRUST Financial 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 | $59.4M | Buy |
78,612
+33,860
| +76% | +$26.8M | 0.09% | 192 |
|
|
2026
Q1 | $38.7M | Buy |
44,752
+2,329
| +5% | +$2.08M | 0.07% | 233 |
|
|
2025
Q4 | $34.8M | Buy |
42,423
+2,980
| +8% | +$2.43M | 0.07% | 226 |
|
|
2025
Q3 | $30.5M | Sell |
39,443
-1,098
| -3% | -$773K | 0.06% | 231 |
|
|
2025
Q2 | $29.7M | Buy |
40,541
+844
| +2% | +$596K | 0.07% | 236 |
|
|
2025
Q1 | $26.7M | Buy |
39,697
+2,431
| +7% | +$1.5M | 0.07% | 237 |
|
|
2024
Q4 | $21.2M | Buy |
37,266
+1,736
| +5% | +$972K | 0.06% | 231 |
|
|
2024
Q3 | $17.6M | Sell |
35,530
-511
| -1% | -$285K | 0.05% | 264 |
|
|
2024
Q2 | $21M | Buy |
36,041
+1,978
| +6% | +$1.1M | 0.07% | 215 |
|
|
2024
Q1 | $18.3M | Sell |
34,063
-3,516
| -9% | -$1.79M | 0.07% | 236 |
|
|
2023
Q4 | $17.4M | Buy |
37,579
+5,484
| +17% | +$2.49M | 0.06% | 261 |
|
|
2023
Q3 | $14M | Sell |
32,095
-201
| -0.6% | -$84.7K | 0.05% | 268 |
|
|
2023
Q2 | $13.8M | Buy |
32,296
+1,303
| +4% | +$501K | 0.05% | 255 |
|
|
2023
Q1 | $11M | Sell |
30,993
-868
| -3% | -$314K | 0.05% | 280 |
|
|
2022
Q4 | $12M | Sell |
31,861
-437
| -1% | -$163K | 0.06% | 257 |
|
|
2022
Q3 | $11M | Buy |
32,298
+1,540
| +5% | +$535K | 0.06% | 248 |
|
|
2022
Q2 | $10M | Buy |
30,758
+3,252
| +12% | +$1.04M | 0.06% | 244 |
|
|
2022
Q1 | $8.43M | Buy |
27,506
+1,461
| +6% | +$397K | 0.05% | 260 |
|
|
2021
Q4 | $6.49M | Sell |
26,045
-2,274
| -8% | -$499K | 0.04% | 307 |
|
|
2021
Q3 | $5.66M | Sell |
28,319
-587
| -2% | -$117K | 0.05% | 300 |
|
|
2021
Q2 | $5.54M | Buy |
28,906
+974
| +3% | +$188K | 0.05% | 283 |
|
|
2021
Q1 | $5.46M | Buy |
27,932
+1,217
| +5% | +$222K | 0.06% | 257 |
|
|
2020
Q4 | $4.66M | Buy |
26,715
+1,317
| +5% | +$219K | 0.06% | 257 |
|
|
2020
Q3 | $3.73M | Sell |
25,398
-1,751
| -6% | -$266K | 0.06% | 249 |
|
|
2020
Q2 | $4.1M | Sell |
27,149
-36
| -0.1% | -$5.2K | 0.07% | 249 |
|
|
2020
Q1 | $3.62M | Sell |
27,185
-950
| -3% | -$139K | 0.08% | 236 |
|
|
2019
Q4 | $3.9M | Sell |
28,135
-633
| -2% | -$89.5K | 0.06% | 264 |
|
|
2019
Q3 | $3.94M | Sell |
28,768
-2,047
| -7% | -$290K | 0.14% | 144 |
|
|
2019
Q2 | $4.15M | Buy |
30,815
+10,357
| +51% | +$1.29M | 0.15% | 132 |
|
|
2019
Q1 | $2.4M | Sell |
20,458
-4,614
| -18% | -$570K | 0.1% | 171 |
|
|
2018
Q4 | $2.78M | Sell |
25,072
-1,999
| -7% | -$249K | 0.15% | 122 |
|
|
2018
Q3 | $3.6M | Buy |
27,071
+9,558
| +55% | +$1.25M | 0.16% | 99 |
|
|
2018
Q2 | $2.34M | Sell |
17,513
-19
| -0.1% | -$2.78K | 0.13% | 104 |
|
|
2018
Q1 | $2.45M | Sell |
17,532
-308
| -2% | -$48K | 0.15% | 97 |
|
|
2017
Q4 | $2.79M | Buy |
+17,840
| New | +$2.64M | 0.17% | 93 |
|
Other funds holding MCK
CAPTRUST Financial Advisors's MCK Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its McKesson (MCK) stake by 76% in Q2 2026, buying an estimated $26.8M and bringing the position to 78,612 shares worth $59.4M. The position accounts for 0.09% of the portfolio, ranked #192.
CAPTRUST Financial Advisors first reported a position in MCK in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- CAPTRUST Financial Advisors held 78,612 shares of McKesson worth $59.4M as of Q2 2026.
- CAPTRUST Financial Advisors bought 33,860 McKesson shares in Q2 2026, an estimated $26.8M.
- McKesson made up 0.09% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #192 holding.
- CAPTRUST Financial Advisors first reported a position in McKesson in Q4 2017 and has held it in 35 quarters since.
- 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.