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Clearstead Trust’s McKesson MCK Stock Holding History

Clearstead Trust’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 		$38.1K Hold
44
– – 0.01% 346
2025
Q4 		$36.1K Sell
44
-7
-14% -$5.71K 0.01% 369
2025
Q3 		$39.4K Sell
51
-4
-7% -$2.82K 0.01% 341
2025
Q2 		$40.3K Buy
55
+19
+53% +$13.4K 0.01% 334
2025
Q1 		$24.2K Buy
36
+9
+33% +$5.56K 0.01% 333
2024
Q4 		$15.4K Hold
27
– – ﹤0.01% 332
2024
Q3 		$13.3K Sell
27
-25
-48% -$13.9K ﹤0.01% 338
2024
Q2 		$30.4K Hold
52
– – 0.01% 282
2024
Q1 		$27.9K Hold
52
– – 0.01% 280
2023
Q4 		$24.1K Hold
52
– – 0.01% 280
2023
Q3 		$22.6K Buy
+52
New +$21.9K 0.01% 277

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 Trust's MCK Position: Q1 2026 in Review

Clearstead Trust held its McKesson (MCK) position steady in Q1 2026 at 44 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #346.

Clearstead Trust first reported a position in MCK in Q3 2023 and has held it in 11 quarters since. The position peaked at $40.3K in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Clearstead Trust held 44 shares of McKesson worth $38.1K as of Q1 2026.
  • Clearstead Trust left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #346 holding.
  • Clearstead Trust first reported a position in McKesson in Q3 2023 and has held it in 11 quarters since.
  • Clearstead Trust's McKesson position peaked at $40.3K in Q2 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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