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
Q2 		$378K Hold
500
– – ﹤0.01% 2397
2026
Q1 		$433K Buy
+500
New +$446K ﹤0.01% 2132

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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. 2,014 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.
  • 2,014 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.