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CBIZ Investment Advisory Services’s McKesson MCK Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-20
Closed -$16.4K – 615
2025
Q4 		$16.4K Buy
20
+3
+18% +$2.45K ﹤0.01% 297
2025
Q3 		$13.1K Sell
17
-8
-32% -$5.63K ﹤0.01% 309
2025
Q2 		$18.3K Buy
25
+16
+178% +$11.3K ﹤0.01% 276
2025
Q1 		$6.06K Buy
9
+6
+200% +$3.71K ﹤0.01% 378
2024
Q4 		$1.71K Buy
+3
New +$1.68K ﹤0.01% 411

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

CBIZ Investment Advisory Services's MCK Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of McKesson (MCK) in Q1 2026, closing a stake of 20 shares — an estimated $16.4K sold.

CBIZ Investment Advisory Services first reported a position in MCK in Q4 2024 and held it in 5 quarters. The position peaked at $18.3K in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 20 McKesson shares in Q1 2026, an estimated $16.4K.
  • CBIZ Investment Advisory Services first reported a position in McKesson in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's McKesson position peaked at $18.3K in Q2 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.