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Coastwise Capital Group’s McKesson MCK Stock Holding History

Coastwise Capital Group’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 		$213K Hold
282
– – 0.12% 136
2026
Q1 		$244K Hold
282
– – 0.14% 118
2025
Q4 		$231K Hold
282
– – 0.12% 136
2025
Q3 		$218K Hold
282
– – 0.15% 122
2025
Q2 		$207K Buy
+282
New +$199K 0.16% 117

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

Coastwise Capital Group's MCK Position: Q2 2026 in Review

Coastwise Capital Group held its McKesson (MCK) position steady in Q2 2026 at 282 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #136.

Coastwise Capital Group first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Coastwise Capital Group held 282 shares of McKesson worth $213K as of Q2 2026.
  • Coastwise Capital Group left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.12% of Coastwise Capital Group's portfolio in Q2 2026, its #136 holding.
  • Coastwise Capital Group first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • Coastwise Capital Group's McKesson position peaked at $244K in Q1 2026.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.