Cetera Investment Advisers
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Cetera Investment Advisers’s McKesson MCK Stock Holding History

Cetera Investment Advisers’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 		$59.2M Buy
68,415
+9,005
+15% +$8.04M 0.06% 313
2025
Q4 		$48.7M Buy
59,410
+8,334
+16% +$6.8M 0.05% 357
2025
Q3 		$39.5M Buy
51,076
+13,264
+35% +$9.34M 0.05% 400
2025
Q2 		$27.7M Buy
37,812
+297
+0.8% +$210K 0.05% 405
2025
Q1 		$25.2M Buy
37,515
+3,847
+11% +$2.38M 0.05% 389
2024
Q4 		$19.2M Sell
33,668
-5,406
-14% -$3.03M 0.04% 445
2024
Q3 		$19.3M Buy
39,074
+2,835
+8% +$1.58M 0.04% 428
2024
Q2 		$21.2M Sell
36,239
-958
-3% -$533K 0.05% 379
2024
Q1 		$20M Buy
37,197
+21,981
+144% +$11.2M 0.05% 393
2023
Q4 		$7.04M Sell
15,216
-974
-6% -$443K 0.06% 331
2023
Q3 		$7.04M Buy
16,190
+20
+0.1% +$8.43K 0.06% 308
2023
Q2 		$6.91M Buy
16,170
+1,002
+7% +$385K 0.06% 310
2023
Q1 		$5.4M Sell
15,168
-240
-2% -$86.7K 0.05% 373
2022
Q4 		$5.78M Buy
15,408
+5,355
+53% +$2M 0.05% 341
2022
Q3 		$3.42M Sell
10,053
-2,796
-22% -$971K 0.07% 307
2022
Q2 		$4.19M Buy
12,849
+3,010
+31% +$963K 0.07% 302
2022
Q1 		$3.01M Buy
9,839
+1,490
+18% +$405K 0.04% 421
2021
Q4 		$2.08M Sell
8,349
-110
-1% -$24.1K 0.03% 546
2021
Q3 		$1.69M Buy
8,459
+692
+9% +$138K 0.03% 574
2021
Q2 		$1.49M Buy
7,767
+531
+7% +$103K 0.02% 621
2021
Q1 		$1.41M Sell
7,236
-82
-1% -$15K 0.03% 533
2020
Q4 		$1.27M Buy
+7,318
New +$1.22M 0.03% 584
2016
Q3 		– Sell
-1,278
Closed -$239K – 309
2016
Q2 		$239K Sell
1,278
-267
-17% -$46.8K 0.09% 250
2016
Q1 		$243K Sell
1,545
-435
-22% -$70.3K 0.11% 228
2015
Q4 		$391K Buy
+1,980
New +$374K 0.18% 153

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

Cetera Investment Advisers's MCK Position: Q1 2026 in Review

Cetera Investment Advisers increased its McKesson (MCK) stake by 15% in Q1 2026, buying an estimated $8.04M and bringing the position to 68,415 shares worth $59.2M. The position accounts for 0.06% of the portfolio, ranked #313.

Cetera Investment Advisers first reported a position in MCK in Q4 2015 and has held it in 25 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Cetera Investment Advisers held 68,415 shares of McKesson worth $59.2M as of Q1 2026.
  • Cetera Investment Advisers bought 9,005 McKesson shares in Q1 2026, an estimated $8.04M.
  • McKesson made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #313 holding.
  • Cetera Investment Advisers first reported a position in McKesson in Q4 2015 and has held it in 25 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.