CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s McKesson MCK Stock Holding History

CAPTRUST Financial 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
Q1 		$433K Buy
+500
New +$446K ﹤0.01% 2132

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's MCK Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its McKesson (MCK) stake by 5.5% in Q1 2026, buying an estimated $2.08M and bringing the position to 44,752 shares worth $38.7M. The position accounts for 0.07% of the portfolio, ranked #233.

CAPTRUST Financial Advisors first reported a position in MCK in Q4 2017 and has held it in 34 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • CAPTRUST Financial Advisors held 44,752 shares of McKesson worth $38.7M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,329 McKesson shares in Q1 2026, an estimated $2.08M.
  • McKesson made up 0.07% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #233 holding.
  • CAPTRUST Financial Advisors first reported a position in McKesson in Q4 2017 and has held it in 34 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.