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Claro Advisors’s McKesson MCK Stock Holding History

Claro 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 		$2.08M Buy
2,404
+404
+20% +$361K 0.25% 74
2025
Q4 		$1.64M Sell
2,000
-120
-6% -$97.9K 0.22% 88
2025
Q3 		$1.64M Buy
2,120
+21
+1% +$14.8K 0.24% 88
2025
Q2 		$1.54M Sell
2,099
-331
-14% -$234K 0.25% 84
2025
Q1 		$1.64M Sell
2,430
-141
-5% -$87.2K 0.22% 85
2024
Q4 		$1.47M Buy
2,571
+183
+8% +$102K 0.2% 94
2024
Q3 		$1.18M Buy
2,388
+248
+12% +$138K 0.15% 128
2024
Q2 		$1.25M Buy
2,140
+75
+4% +$41.8K 0.2% 102
2024
Q1 		$1.11M Buy
2,065
+55
+3% +$27.9K 0.19% 113
2023
Q4 		$930K Buy
2,010
+93
+5% +$42.3K 0.2% 112
2023
Q3 		$834K Buy
1,917
+74
+4% +$31.2K 0.21% 114
2023
Q2 		$788K Sell
1,843
-102
-5% -$39.2K 0.2% 125
2023
Q1 		$692K Sell
1,945
-40
-2% -$14.4K 0.2% 124
2022
Q4 		$745K Buy
+1,985
New +$740K 0.24% 100
2019
Q1 		– Sell
-38
Closed -$5K – 628
2018
Q4 		$5K Buy
+38
New +$4.74K ﹤0.01% 789

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

Claro Advisors's MCK Position: Q1 2026 in Review

Claro Advisors increased its McKesson (MCK) stake by 20% in Q1 2026, buying an estimated $361K and bringing the position to 2,404 shares worth $2.08M. The position accounts for 0.25% of the portfolio, ranked #74.

Claro Advisors first reported a position in MCK in Q4 2018 and has held it in 15 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Claro Advisors held 2,404 shares of McKesson worth $2.08M as of Q1 2026.
  • Claro Advisors bought 404 McKesson shares in Q1 2026, an estimated $361K.
  • McKesson made up 0.25% of Claro Advisors's portfolio in Q1 2026, its #74 holding.
  • Claro Advisors first reported a position in McKesson in Q4 2018 and has held it in 15 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.