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CGN Advisors’s McKesson MCK Stock Holding History

CGN Advisors’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 		$3.42M Buy
4,520
+260
+6% +$206K 0.25% 78
2026
Q1 		$3.69M Buy
4,260
+93
+2% +$83K 0.29% 68
2025
Q4 		$3.42M Sell
4,167
-632
-13% -$516K 0.27% 68
2025
Q3 		$3.71M Sell
4,799
-23
-0.5% -$16.2K 0.3% 69
2025
Q2 		$3.53M Sell
4,822
-2
-0% -$1.41K 0.32% 64
2025
Q1 		$3.25M Sell
4,824
-472
-9% -$292K 0.32% 74
2024
Q4 		$3.02M Sell
5,296
-316
-6% -$177K 0.29% 78
2024
Q3 		$2.77M Buy
5,612
+108
+2% +$60.1K 0.28% 88
2024
Q2 		$3.21M Sell
5,504
-24
-0.4% -$13.4K 0.37% 66
2024
Q1 		$2.97M Sell
5,528
-62
-1% -$31.5K 0.38% 67
2023
Q4 		$2.59M Sell
5,590
-723
-11% -$329K 0.36% 73
2023
Q3 		$2.75M Buy
6,313
+58
+0.9% +$24.4K 0.37% 68
2023
Q2 		$2.67M Buy
6,255
+231
+4% +$88.8K 0.38% 71
2023
Q1 		$2.14M Buy
6,024
+676
+13% +$244K 0.34% 84
2022
Q4 		$2.01M Buy
5,348
+1,788
+50% +$667K 0.35% 76
2022
Q3 		$1.21M Buy
3,560
+668
+23% +$232K 0.3% 90
2022
Q2 		$943K Buy
2,892
+2
+0.1% +$640 0.27% 92
2022
Q1 		$885K Buy
2,890
+84
+3% +$22.8K 0.22% 99
2021
Q4 		$697K Buy
2,806
+5
+0.2% +$1.1K 0.18% 120
2021
Q3 		$558K Buy
2,801
+212
+8% +$42.4K 0.18% 127
2021
Q2 		$495K Buy
2,589
+71
+3% +$13.7K 0.16% 137
2021
Q1 		$491K Sell
2,518
-4
-0.2% -$730 0.18% 123
2020
Q4 		$439K Buy
+2,522
New +$420K 0.18% 122

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

CGN Advisors's MCK Position: Q2 2026 in Review

CGN Advisors increased its McKesson (MCK) stake by 6.1% in Q2 2026, buying an estimated $206K and bringing the position to 4,520 shares worth $3.42M. The position accounts for 0.25% of the portfolio, ranked #78.

CGN Advisors first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.71M in Q3 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • CGN Advisors held 4,520 shares of McKesson worth $3.42M as of Q2 2026.
  • CGN Advisors bought 260 McKesson shares in Q2 2026, an estimated $206K.
  • McKesson made up 0.25% of CGN Advisors's portfolio in Q2 2026, its #78 holding.
  • CGN Advisors first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's McKesson position peaked at $3.71M in Q3 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.