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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
Q2 		$37K Buy
49
+5
+11% +$3.96K ﹤0.01% 357
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 $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 Trust's MCK Position: Q2 2026 in Review

Clearstead Trust increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $3.96K and bringing the position to 49 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Clearstead Trust first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.3K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Clearstead Trust held 49 shares of McKesson worth $37K as of Q2 2026.
  • Clearstead Trust bought 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #357 holding.
  • Clearstead Trust first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Trust's McKesson position peaked at $40.3K in Q2 2025.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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