Cardinal Point Capital Management’s McKesson MCK Stock Holding History

Cardinal Point Capital Management’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	$560K	Sell	740 -23	-3%	-$18.2K	0.03%	173
2026 Q1	$661K	Buy	763 +147	+24%	+$131K	0.04%	151
2025 Q4	$506K	Sell	616 -30	-5%	-$24.5K	0.03%	158
2025 Q3	$497K	Buy	646 +1	+0.2%	+$704	0.03%	154
2025 Q2	$473K	Buy	645 +14	+2%	+$9.88K	0.04%	152
2025 Q1	$425K	Sell	631 -70	-10%	-$43.3K	0.04%	128
2024 Q4	$400K	Sell	701 -111	-14%	-$62.2K	0.06%	61
2024 Q3	$402K	Hold	812	–	–	0.07%	61
2024 Q2	$475K	Hold	812	–	–	0.08%	54
2024 Q1	$437K	Hold	812	–	–	0.08%	50
2023 Q4	$377K	Sell	812 -66	-8%	-$30K	0.09%	50
2023 Q3	$383K	Hold	878	–	–	0.1%	52
2023 Q2	$376K	Hold	878	–	–	0.11%	50
2023 Q1	$313K	Hold	878	–	–	0.1%	62
2022 Q4	$330K	Buy	+878	New	+$327K	0.11%	53

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cardinal Point Capital Management's MCK Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its McKesson (MCK) stake by 3% in Q2 2026, selling an estimated $18.2K and leaving 740 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #173.

Cardinal Point Capital Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $661K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cardinal Point Capital Management held 740 shares of McKesson worth $560K as of Q2 2026.
Cardinal Point Capital Management sold 23 McKesson shares in Q2 2026, an estimated $18.2K.
McKesson made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #173 holding.
Cardinal Point Capital Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
Cardinal Point Capital Management's McKesson position peaked at $661K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.