Cary Street Partners Investment Advisory’s McKesson MCK Stock Holding History

Cary Street Partners Investment Advisory’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	$382K	Sell	505 -56	-10%	-$44.4K	0.08%	242
2026 Q1	$485K	Buy	561 +57	+11%	+$50.9K	0.12%	186
2025 Q4	$413K	Buy	504 +51	+11%	+$41.6K	0.11%	192
2025 Q3	$350K	Buy	453 +86	+23%	+$60.6K	0.15%	157
2025 Q2	$269K	Buy	367 +68	+23%	+$48K	0.13%	174
2025 Q1	$201K	Buy	299 +33	+12%	+$20.4K	0.12%	209
2024 Q4	$152K	Buy	+266	New	+$149K	0.1%	222
2024 Q3	–	Sell	-563	Closed	-$329K	–	775
2024 Q2	$329K	Buy	+563	New	+$313K	0.01%	571
2023 Q4	–	Sell	-198	Closed	-$86.1K	–	1335
2023 Q3	$86.1K	Buy	198 +34	+21%	+$14.3K	﹤0.01%	743
2023 Q2	$70.1K	Sell	164 -3	-2%	-$1.15K	﹤0.01%	735
2023 Q1	$59.5K	Buy	167 +3	+2%	+$1.08K	﹤0.01%	696
2022 Q4	$61.5K	Buy	+164	New	+$61.2K	﹤0.01%	690
2020 Q4	–	Sell	-240	Closed	-$36K	–	658
2020 Q3	$36K	Buy	+240	New	+$36.4K	0.01%	541

Other funds holding MCK

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cary Street Partners Investment Advisory's MCK Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its McKesson (MCK) stake by 10% in Q2 2026, selling an estimated $44.4K and leaving 505 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #242.

Cary Street Partners Investment Advisory first reported a position in MCK in Q3 2020 and has held it in 13 quarters since. The position peaked at $485K in Q1 2026. 1,627 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cary Street Partners Investment Advisory held 505 shares of McKesson worth $382K as of Q2 2026.
Cary Street Partners Investment Advisory sold 56 McKesson shares in Q2 2026, an estimated $44.4K.
McKesson made up 0.08% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #242 holding.
Cary Street Partners Investment Advisory first reported a position in McKesson in Q3 2020 and has held it in 13 quarters since.
Cary Street Partners Investment Advisory's McKesson position peaked at $485K in Q1 2026.
1,627 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.