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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
Q2 		$1.81M Sell
2,390
-14
-0.6% -$11.1K 0.19% 86
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 $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

Claro Advisors's MCK Position: Q2 2026 in Review

Claro Advisors reduced its McKesson (MCK) stake by 0.58% in Q2 2026, selling an estimated $11.1K and leaving 2,390 shares worth $1.81M. The position accounts for 0.19% of the portfolio, ranked #86.

Claro Advisors first reported a position in MCK in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.08M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Claro Advisors held 2,390 shares of McKesson worth $1.81M as of Q2 2026.
  • Claro Advisors sold 14 McKesson shares in Q2 2026, an estimated $11.1K.
  • McKesson made up 0.19% of Claro Advisors's portfolio in Q2 2026, its #86 holding.
  • Claro Advisors first reported a position in McKesson in Q4 2018 and has held it in 16 quarters since.
  • Claro Advisors's McKesson position peaked at $2.08M in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.