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Cobblestone Capital Advisors’s McKesson MCK Stock Holding History

Cobblestone Capital 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
2025
Q3 		$1.02M Hold
1,323
– – 0.05% 140
2025
Q2 		$969K Buy
1,323
+340
+35% +$240K 0.05% 143
2025
Q1 		$662K Buy
983
+3
+0.3% +$1.85K 0.04% 167
2024
Q4 		$559K Sell
980
-650
-40% -$364K 0.03% 178
2024
Q3 		$806K Buy
1,630
+50
+3% +$27.8K 0.05% 147
2024
Q2 		$923K Buy
1,580
+50
+3% +$27.8K 0.06% 135
2024
Q1 		$821K Buy
1,530
+20
+1% +$10.2K 0.05% 138
2023
Q4 		$699K Hold
1,510
– – 0.05% 150
2023
Q3 		$657K Hold
1,510
– – 0.05% 142
2023
Q2 		$645K Sell
1,510
-12
-0.8% -$4.61K 0.05% 149
2023
Q1 		$542K Hold
1,522
– – 0.04% 157
2022
Q4 		$571K Hold
1,522
– – 0.04% 155
2022
Q3 		$517K Hold
1,522
– – 0.04% 155
2022
Q2 		$496K Hold
1,522
– – 0.04% 164
2022
Q1 		$466K Hold
1,522
– – 0.03% 177
2021
Q4 		$378K Hold
1,522
– – 0.02% 197
2021
Q3 		$303K Sell
1,522
-5
-0.3% -$1K 0.02% 207
2021
Q2 		$292K Sell
1,527
-200
-12% -$38.6K 0.02% 219
2021
Q1 		$337K Hold
1,727
– – 0.02% 201
2020
Q4 		$300K Buy
1,727
+5
+0.3% +$833 0.02% 208
2020
Q3 		$256K Hold
1,722
– – 0.02% 214
2020
Q2 		$264K Hold
1,722
– – 0.02% 206
2020
Q1 		$233K Sell
1,722
-1,350
-44% -$198K 0.03% 219
2019
Q4 		$425K Buy
+3,072
New +$434K 0.04% 182
2016
Q1 		– Sell
-1,173
Closed -$231K – 188
2015
Q4 		$231K Buy
+1,173
New +$221K 0.03% 170

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cobblestone Capital Advisors's MCK Position: Q3 2025 in Review

Cobblestone Capital Advisors held its McKesson (MCK) position steady in Q3 2025 at 1,323 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #140.

Cobblestone Capital Advisors first reported a position in MCK in Q4 2015 and has held it in 25 quarters since. 1,831 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Cobblestone Capital Advisors held 1,323 shares of McKesson worth $1.02M as of Q3 2025.
  • Cobblestone Capital Advisors left its McKesson share count unchanged in Q3 2025.
  • McKesson made up 0.05% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #140 holding.
  • Cobblestone Capital Advisors first reported a position in McKesson in Q4 2015 and has held it in 25 quarters since.
  • 1,831 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.