Coastline Trust’s McKesson MCK Stock Holding History

Coastline 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	$1.18M	Hold	1,560	–	–	0.1%	120
2026 Q1	$1.35M	Hold	1,560	–	–	0.13%	107
2025 Q4	$1.28M	Hold	1,560	–	–	0.12%	112
2025 Q3	$1.21M	Hold	1,560	–	–	0.13%	116
2025 Q2	$1.14M	Hold	1,560	–	–	0.13%	116
2025 Q1	$1.05M	Hold	1,560	–	–	0.13%	119
2024 Q4	$889K	Sell	1,560 -100	-6%	-$56K	0.1%	132
2024 Q3	$821K	Hold	1,660	–	–	0.1%	137
2024 Q2	$970K	Hold	1,660	–	–	0.11%	137
2024 Q1	$891K	Sell	1,660 -1,118	-40%	-$568K	0.11%	140
2023 Q4	$1.29M	Hold	2,778	–	–	0.17%	124
2023 Q3	$1.21M	Sell	2,778 -1,342	-33%	-$566K	0.18%	123
2023 Q2	$1.76M	Hold	4,120	–	–	0.25%	102
2023 Q1	$1.47M	Hold	4,120	–	–	0.22%	126
2022 Q4	$1.55M	Buy	4,120 +100	+2%	+$37.3K	0.23%	127
2022 Q3	$1.37M	Hold	4,020	–	–	0.22%	142
2022 Q2	$1.31M	Sell	4,020 -180	-4%	-$57.6K	0.19%	158
2022 Q1	$1.29M	Sell	4,200 -10	-0.2%	-$2.72K	0.16%	177
2021 Q4	$1.05M	Hold	4,210	–	–	0.12%	196
2021 Q3	$839K	Sell	4,210 -530	-11%	-$106K	0.1%	205
2021 Q2	$906K	Sell	4,740 -660	-12%	-$127K	0.11%	203
2021 Q1	$1.05M	Sell	5,400 -1,800	-25%	-$329K	0.14%	193
2020 Q4	$1.25M	Sell	7,200 -1,070	-13%	-$178K	0.17%	176
2020 Q3	$1.23M	Hold	8,270	–	–	0.19%	164
2020 Q2	$1.27M	Sell	8,270 -150	-2%	-$21.7K	0.2%	161
2020 Q1	$1.14M	Sell	8,420 -135	-2%	-$19.8K	0.21%	160
2019 Q4	$1.18M	Hold	8,555	–	–	0.16%	188
2019 Q3	$1.17M	Sell	8,555 -855	-9%	-$121K	0.17%	190
2019 Q2	$1.26M	Hold	9,410	–	–	0.18%	179
2019 Q1	$1.1M	Sell	9,410 -80	-0.8%	-$9.87K	0.16%	187
2018 Q4	$1.05M	Hold	9,490	–	–	0.18%	175
2018 Q3	$1.26M	Sell	9,490 -230	-2%	-$30K	0.18%	184
2018 Q2	$1.3M	Sell	9,720 -280	-3%	-$41K	0.2%	169
2018 Q1	$1.41M	Sell	10,000 -1,620	-14%	-$252K	0.22%	154
2017 Q4	$1.81M	Hold	11,620	–	–	0.27%	130
2017 Q3	$1.78M	Sell	11,620 -770	-6%	-$120K	0.31%	120
2017 Q2	$2.04M	Sell	12,390 -450	-4%	-$68.2K	0.37%	104
2017 Q1	$1.9M	Hold	12,840	–	–	0.36%	104
2016 Q4	$1.8M	Sell	12,840 -135	-1%	-$19.9K	0.35%	106
2016 Q3	$2.16M	Hold	12,975	–	–	0.42%	90
2016 Q2	$2.42M	Hold	12,975	–	–	0.49%	73
2016 Q1	$2.04M	Hold	12,975	–	–	0.44%	86
2015 Q4	$2.56M	Hold	12,975	–	–	0.56%	69
2015 Q3	$2.4M	Hold	12,975	–	–	0.55%	66
2015 Q2	$2.92M	Sell	12,975 -1,085	-8%	-$251K	0.61%	57
2015 Q1	$3.18M	Sell	14,060 -2,840	-17%	-$630K	0.65%	49
2014 Q4	$3.51M	Buy	16,900 +5,900	+54%	+$1.2M	0.73%	38
2014 Q3	$2.14M	Hold	11,000	–	–	0.56%	67
2014 Q2	$2.05M	Sell	11,000 -1,000	-8%	-$178K	0.53%	74
2014 Q1	$2.12M	Sell	12,000 -2,000	-14%	-$349K	0.56%	65
2013 Q4	$2.26M	Hold	14,000	–	–	0.61%	63
2013 Q3	$1.8M	Hold	14,000	–	–	0.53%	73
2013 Q2	$1.6M	Buy	+14,000	New	+$1.56M	0.49%	78

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

Coastline Trust's MCK Position: Q2 2026 in Review

Coastline Trust held its McKesson (MCK) position steady in Q2 2026 at 1,560 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #120.

Coastline Trust first reported a position in MCK in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.51M in Q4 2014. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Coastline Trust held 1,560 shares of McKesson worth $1.18M as of Q2 2026.
Coastline Trust left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.1% of Coastline Trust's portfolio in Q2 2026, its #120 holding.
Coastline Trust first reported a position in McKesson in Q2 2013 and has held it in 53 quarters since.
Coastline Trust's McKesson position peaked at $3.51M in Q4 2014.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.