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Choate Investment Advisors’s McKesson MCK Stock Holding History

Choate Investment 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
Q1 		$1.99M Sell
2,303
-4
-0.2% -$3.57K 0.04% 162
2025
Q4 		$1.89M Sell
2,307
-3
-0.1% -$2.45K 0.04% 161
2025
Q3 		$1.78M Sell
2,310
-33
-1% -$23.2K 0.04% 160
2025
Q2 		$1.72M Sell
2,343
-7
-0.3% -$4.94K 0.04% 152
2025
Q1 		$1.58M Sell
2,350
-11
-0.5% -$6.8K 0.04% 150
2024
Q4 		$1.35M Buy
2,361
+123
+5% +$68.9K 0.03% 163
2024
Q3 		$1.11M Buy
2,238
+39
+2% +$21.7K 0.03% 188
2024
Q2 		$1.28M Hold
2,199
– – 0.03% 168
2024
Q1 		$1.18M Sell
2,199
-12
-0.5% -$6.09K 0.03% 182
2023
Q4 		$1.02M Sell
2,211
-21
-0.9% -$9.55K 0.03% 183
2023
Q3 		$971K Buy
2,232
+398
+22% +$168K 0.04% 166
2023
Q2 		$784K Buy
1,834
+205
+13% +$78.8K 0.03% 166
2023
Q1 		$580K Sell
1,629
-35
-2% -$12.6K 0.03% 173
2022
Q4 		$624K Sell
1,664
-38
-2% -$14.2K 0.04% 163
2022
Q3 		$578K Hold
1,702
– – 0.04% 144
2022
Q2 		$555K Hold
1,702
– – 0.03% 158
2022
Q1 		$521K Sell
1,702
-55
-3% -$15K 0.03% 193
2021
Q4 		$437K Hold
1,757
– – 0.03% 198
2021
Q3 		$350K Sell
1,757
-80
-4% -$16K 0.02% 205
2021
Q2 		$351K Sell
1,837
-584
-24% -$113K 0.02% 205
2021
Q1 		$472K Sell
2,421
-290
-11% -$52.9K 0.03% 180
2020
Q4 		$471K Sell
2,711
-10
-0.4% -$1.67K 0.03% 170
2020
Q3 		$405K Hold
2,721
– – 0.03% 177
2020
Q2 		$417K Hold
2,721
– – 0.03% 168
2020
Q1 		$368K Sell
2,721
-23
-0.8% -$3.37K 0.03% 177
2019
Q4 		$380K Sell
2,744
-226
-8% -$31.9K 0.02% 176
2019
Q3 		$406K Buy
2,970
+37
+1% +$5.25K 0.03% 170
2019
Q2 		$394K Sell
2,933
-55
-2% -$6.86K 0.02% 175
2019
Q1 		$350K Sell
2,988
-103
-3% -$12.7K 0.02% 186
2018
Q4 		$341K Buy
3,091
+130
+4% +$16.2K 0.02% 172
2018
Q3 		$393K Sell
2,961
-15
-0.5% -$1.96K 0.02% 153
2018
Q2 		$397K Sell
2,976
-63
-2% -$9.21K 0.02% 168
2018
Q1 		$428K Sell
3,039
-100
-3% -$15.6K 0.02% 176
2017
Q4 		$490K Hold
3,139
– – 0.03% 173
2017
Q3 		$482K Hold
3,139
– – 0.03% 174
2017
Q2 		$516K Sell
3,139
-876
-22% -$133K 0.03% 164
2017
Q1 		$595K Hold
4,015
– – 0.03% 156
2016
Q4 		$564K Buy
4,015
+430
+12% +$63.3K 0.04% 151
2016
Q3 		$598K Buy
3,585
+5
+0.1% +$932 0.04% 144
2016
Q2 		$668K Sell
3,580
-30
-0.8% -$5.26K 0.05% 126
2016
Q1 		$568K Buy
3,610
+1,279
+55% +$207K 0.04% 140
2015
Q4 		$484K Sell
2,331
-277
-11% -$52.3K 0.04% 170
2015
Q3 		$483K Buy
2,608
+211
+9% +$44.7K 0.03% 158
2015
Q2 		$539K Buy
2,397
+1
+0% +$231 0.03% 156
2015
Q1 		$542K Buy
2,396
+65
+3% +$14.4K 0.03% 164
2014
Q4 		$484K Buy
2,331
+45
+2% +$9.14K 0.03% 171
2014
Q3 		$445K Sell
2,286
-429
-16% -$82.6K 0.03% 180
2014
Q2 		$506K Sell
2,715
-69
-2% -$12.3K 0.03% 178
2014
Q1 		$492K Hold
2,784
– – 0.03% 179
2013
Q4 		$449K Buy
2,784
+358
+15% +$55K 0.03% 188
2013
Q3 		$311K Sell
2,426
-100
-4% -$12.3K 0.02% 213
2013
Q2 		$289K Buy
+2,526
New +$281K 0.02% 216

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

Choate Investment Advisors's MCK Position: Q1 2026 in Review

Choate Investment Advisors reduced its McKesson (MCK) stake by 0.17% in Q1 2026, selling an estimated $3.57K and leaving 2,303 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #162.

Choate Investment Advisors first reported a position in MCK in Q2 2013 and has held it in 52 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Choate Investment Advisors held 2,303 shares of McKesson worth $1.99M as of Q1 2026.
  • Choate Investment Advisors sold 4 McKesson shares in Q1 2026, an estimated $3.57K.
  • McKesson made up 0.04% of Choate Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Choate Investment Advisors first reported a position in McKesson in Q2 2013 and has held it in 52 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.