CTC
MCK icon

Cetera Trust Company’s McKesson MCK Stock Holding History

Cetera Trust Company’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 		$4.53M Sell
5,995
-30
-0.5% -$23.8K 2.27% 7
2026
Q1 		$5.21M Sell
6,025
-300
-5% -$268K 2.95% 3
2025
Q4 		$5.19M Sell
6,325
-125
-2% -$102K 2.78% 6
2025
Q3 		$4.98M Hold
6,450
– – 2.79% 5
2025
Q2 		$4.73M Sell
6,450
-55
-0.8% -$38.8K 2.82% 4
2025
Q1 		$4.38M Sell
6,505
-140
-2% -$86.6K 2.79% 3
2024
Q4 		$3.79M Sell
6,645
-135
-2% -$75.6K 2.46% 6
2024
Q3 		$3.35M Sell
6,780
-295
-4% -$164K 2.05% 7
2024
Q2 		$4.13M Sell
7,075
-565
-7% -$315K 2.59% 5
2024
Q1 		$4.1M Sell
7,640
-320
-4% -$162K 2.47% 5
2023
Q4 		$3.69M Buy
+7,960
New +$3.62M 2.3% 4

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cetera Trust Company's MCK Position: Q2 2026 in Review

Cetera Trust Company reduced its McKesson (MCK) stake by 0.5% in Q2 2026, selling an estimated $23.8K and leaving 5,995 shares worth $4.53M. The position accounts for 2.27% of the portfolio, ranked #7.

Cetera Trust Company first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.21M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cetera Trust Company held 5,995 shares of McKesson worth $4.53M as of Q2 2026.
  • Cetera Trust Company sold 30 McKesson shares in Q2 2026, an estimated $23.8K.
  • McKesson made up 2.27% of Cetera Trust Company's portfolio in Q2 2026, its #7 holding.
  • Cetera Trust Company first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's McKesson position peaked at $5.21M in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.