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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
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 Sell
1,012
-960
-49% -$437K 0.02% 320
2023
Q3 		$858K Buy
1,972
+986
+100% +$416K 0.02% 325
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 $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

Clearstead Advisors's MCK Position: Q1 2026 in Review

Clearstead Advisors reduced its McKesson (MCK) stake by 44% in Q1 2026, selling an estimated $1.46M and leaving 2,095 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #387.

Clearstead Advisors first reported a position in MCK in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.06M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Clearstead Advisors held 2,095 shares of McKesson worth $1.81M as of Q1 2026.
  • Clearstead Advisors sold 1,636 McKesson shares in Q1 2026, an estimated $1.46M.
  • McKesson made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #387 holding.
  • Clearstead Advisors first reported a position in McKesson in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's McKesson position peaked at $3.06M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.