Cascade Investment 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 | $204K | Hold |
270
| – | – | 0.11% | 112 |
|
|
2026
Q1 | $234K | Hold |
270
| – | – | 0.14% | 111 |
|
|
2025
Q4 | $221K | Hold |
270
| – | – | 0.13% | 111 |
|
|
2025
Q3 | $209K | Buy |
+270
| New | +$190K | 0.13% | 113 |
|
|
2025
Q2 | – | Sell |
-345
| Closed | -$232K | – | 112 |
|
|
2025
Q1 | $232K | Buy |
+345
| New | +$213K | 0.16% | 107 |
|
|
2024
Q3 | – | Sell |
-460
| Closed | -$269K | – | 116 |
|
|
2024
Q2 | $269K | Hold |
460
| – | – | 0.18% | 103 |
|
|
2024
Q1 | $247K | Hold |
460
| – | – | 0.16% | 109 |
|
|
2023
Q4 | $213K | Hold |
460
| – | – | 0.15% | 108 |
|
|
2023
Q3 | $200K | Buy |
+460
| New | +$194K | 0.16% | 105 |
|
|
2023
Q2 | – | Sell |
-450
| Closed | -$160K | – | 171 |
|
|
2023
Q1 | $160K | Buy |
+450
| New | +$163K | 0.13% | 109 |
|
|
2022
Q3 | – | Sell |
-450
| Closed | -$147K | – | 170 |
|
|
2022
Q2 | $147K | Hold |
450
| – | – | 0.12% | 116 |
|
|
2022
Q1 | $138K | Sell |
450
-6,186
| -93% | -$1.68M | 0.08% | 127 |
|
|
2021
Q4 | $1.65M | Sell |
6,636
-80
| -1% | -$17.6K | 0.97% | 36 |
|
|
2021
Q3 | $1.34M | Sell |
6,716
-20
| -0.3% | -$4K | 0.87% | 51 |
|
|
2021
Q2 | $1.29M | Buy |
6,736
+91
| +1% | +$17.6K | 0.81% | 63 |
|
|
2021
Q1 | $1.3M | Hold |
6,645
| – | – | 0.84% | 60 |
|
|
2020
Q4 | $1.16M | Hold |
6,645
| – | – | 0.85% | 56 |
|
|
2020
Q3 | $990K | Sell |
6,645
-10
| -0.2% | -$1.52K | 0.84% | 50 |
|
|
2020
Q2 | $1.02M | Sell |
6,655
-205
| -3% | -$29.6K | 0.96% | 41 |
|
|
2020
Q1 | $928K | Sell |
6,860
-150
| -2% | -$22K | 1.02% | 37 |
|
|
2019
Q4 | $970K | Sell |
7,010
-450
| -6% | -$63.6K | 0.74% | 63 |
|
|
2019
Q3 | $1.02M | Buy |
7,460
+180
| +2% | +$25.5K | 0.79% | 61 |
|
|
2019
Q2 | $978K | Buy |
7,280
+120
| +2% | +$15K | 0.83% | 62 |
|
|
2019
Q1 | $838K | Buy |
7,160
+255
| +4% | +$31.5K | 0.75% | 72 |
|
|
2018
Q4 | $763K | Buy |
6,905
+260
| +4% | +$32.4K | 0.77% | 66 |
|
|
2018
Q3 | $881K | Buy |
6,645
+345
| +5% | +$45K | 0.75% | 70 |
|
|
2018
Q2 | $840K | Sell |
6,300
-985
| -14% | -$144K | 0.75% | 68 |
|
|
2018
Q1 | $1.03M | Buy |
7,285
+345
| +5% | +$53.8K | 0.81% | 56 |
|
|
2017
Q4 | $1.08M | Buy |
6,940
+280
| +4% | +$41.5K | 0.86% | 56 |
|
|
2017
Q3 | $1.02M | Buy |
6,660
+6,640
| +33,200% | +$1.04M | 0.85% | 57 |
|
|
2017
Q2 | $3.29K | Hold |
20
| – | – | ﹤0.01% | 175 |
|
|
2017
Q1 | $2.96K | Buy |
20
+5
| +33% | +$732 | ﹤0.01% | 163 |
|
|
2016
Q4 | $2.11K | Buy |
+15
| New | +$2.21K | ﹤0.01% | 194 |
|
|
2016
Q2 | $2.8K | Buy |
+15
| New | +$2.63K | ﹤0.01% | 166 |
|
Other funds holding MCK
SI
ATO
JHP
UBP
Cascade Investment Advisors's MCK Position: Q2 2026 in Review
Cascade Investment Advisors held its McKesson (MCK) position steady in Q2 2026 at 270 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #112.
Cascade Investment Advisors first reported a position in MCK in Q2 2016 and has held it in 34 quarters since. The position peaked at $1.65M in Q4 2021. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Cascade Investment Advisors held 270 shares of McKesson worth $204K as of Q2 2026.
- Cascade Investment Advisors left its McKesson share count unchanged in Q2 2026.
- McKesson made up 0.11% of Cascade Investment Advisors's portfolio in Q2 2026, its #112 holding.
- Cascade Investment Advisors first reported a position in McKesson in Q2 2016 and has held it in 34 quarters since.
- Cascade Investment Advisors's McKesson position peaked at $1.65M in Q4 2021.
- 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.