Clear Point Advisors’s McKesson MCK Stock Holding History

Clear Point 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	$280K	Sell	371 -20	-5%	-$15.9K	0.25%	79
2026 Q1	$339K	Sell	391 -108	-22%	-$96.4K	0.26%	62
2025 Q4	$409K	Hold	499	–	–	0.32%	86
2025 Q3	$385K	Buy	499 +1	+0.2%	+$704	0.3%	84
2025 Q2	$365K	Sell	498 -52	-9%	-$36.7K	0.31%	83
2025 Q1	$370K	Hold	550	–	–	0.33%	79
2024 Q4	$313K	Buy	550 +1	+0.2%	+$560	0.27%	87
2024 Q3	$271K	Buy	549 +1	+0.2%	+$557	0.21%	95
2024 Q2	$320K	Hold	548	–	–	0.26%	85
2024 Q1	$294K	Buy	548 +1	+0.2%	+$508	0.24%	87
2023 Q4	$253K	Buy	+547	New	+$249K	0.22%	88

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clear Point Advisors's MCK Position: Q2 2026 in Review

Clear Point Advisors reduced its McKesson (MCK) stake by 5.1% in Q2 2026, selling an estimated $15.9K and leaving 371 shares worth $280K. The position accounts for 0.25% of the portfolio, ranked #79.

Clear Point Advisors first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q4 2025. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Clear Point Advisors held 371 shares of McKesson worth $280K as of Q2 2026.
Clear Point Advisors sold 20 McKesson shares in Q2 2026, an estimated $15.9K.
McKesson made up 0.25% of Clear Point Advisors's portfolio in Q2 2026, its #79 holding.
Clear Point Advisors first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Clear Point Advisors's McKesson position peaked at $409K in Q4 2025.
1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.