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Clearstead Advisors’s McKesson MCK Stock Holding History

Clearstead 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 		$1.87M Buy
2,475
+380
+18% +$301K 0.02% 396
2026
Q1 		$1.81M Sell
2,095
-1,636
-44% -$1.46M 0.02% 387
2025
Q4 		$3.06M Buy
3,731
+669
+22% +$546K 0.04% 265
2025
Q3 		$2.37M Sell
3,062
-86
-3% -$60.6K 0.03% 298
2025
Q2 		$2.31M Buy
3,148
+1,478
+89% +$1.04M 0.03% 291
2025
Q1 		$1.12M Sell
1,670
-65
-4% -$40.2K 0.02% 386
2024
Q4 		$989K Sell
1,735
-580
-25% -$325K 0.02% 412
2024
Q3 		$1.14M Buy
2,315
+723
+45% +$403K 0.02% 396
2024
Q2 		$930K Buy
1,592
+591
+59% +$329K 0.02% 409
2024
Q1 		$555K Sell
1,001
-11
-1% -$5.58K 0.03% 301
2023
Q4 		$468K Buy
1,012
+26
+3% +$11.8K 0.02% 320
2023
Q3 		$429K Hold
986
– – 0.03% 313
2023
Q2 		$421K Buy
986
+198
+25% +$76.1K 0.03% 313
2023
Q1 		$281K Buy
788
+15
+2% +$5.42K 0.02% 348
2022
Q4 		$290K Hold
773
– – 0.02% 332
2022
Q3 		$263K Buy
773
+11
+1% +$3.82K 0.02% 328
2022
Q2 		$249K Buy
762
+27
+4% +$8.64K 0.02% 345
2022
Q1 		$225K Hold
735
– – 0.02% 386
2021
Q4 		$183K Sell
735
-11
-1% -$2.42K 0.01% 409
2021
Q3 		$149K Buy
746
+2
+0.3% +$400 0.01% 417
2021
Q2 		$142K Buy
744
+9
+1% +$1.74K 0.01% 392
2021
Q1 		$143K Hold
735
– – 0.01% 378
2020
Q4 		$128K Hold
735
– – 0.01% 378
2020
Q3 		$109K Buy
735
+330
+81% +$50.1K 0.01% 361
2020
Q2 		$62K Hold
405
– – 0.01% 408
2020
Q1 		$55K Buy
+405
New +$59.3K 0.01% 396

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

Clearstead Advisors's MCK Position: Q2 2026 in Review

Clearstead Advisors increased its McKesson (MCK) stake by 18% in Q2 2026, buying an estimated $301K and bringing the position to 2,475 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #396.

Clearstead Advisors first reported a position in MCK in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.06M in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Clearstead Advisors held 2,475 shares of McKesson worth $1.87M as of Q2 2026.
  • Clearstead Advisors bought 380 McKesson shares in Q2 2026, an estimated $301K.
  • McKesson made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #396 holding.
  • Clearstead Advisors first reported a position in McKesson in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's McKesson position peaked at $3.06M in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.