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Coldstream Capital Management’s McKesson MCK Stock Holding History

Coldstream Capital Management’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 		$2.78M Sell
3,679
-171
-4% -$136K 0.03% 233
2026
Q1 		$3.33M Sell
3,850
-174
-4% -$155K 0.04% 182
2025
Q4 		$3.3M Buy
4,024
+292
+8% +$238K 0.04% 191
2025
Q3 		$2.88M Buy
3,732
+49
+1% +$34.5K 0.04% 216
2025
Q2 		$2.7M Buy
3,683
+224
+6% +$158K 0.04% 214
2025
Q1 		$2.33M Buy
3,459
+45
+1% +$27.8K 0.05% 220
2024
Q4 		$1.95M Buy
3,414
+122
+4% +$68.3K 0.04% 250
2024
Q3 		$1.66M Buy
3,292
+325
+11% +$181K 0.04% 270
2024
Q2 		$1.73M Buy
2,967
+41
+1% +$22.8K 0.04% 235
2024
Q1 		$1.57M Buy
2,926
+213
+8% +$108K 0.04% 250
2023
Q4 		$1.26M Buy
2,713
+543
+25% +$247K 0.04% 253
2023
Q3 		$944K Sell
2,170
-87
-4% -$36.7K 0.03% 272
2023
Q2 		$964K Buy
2,257
+52
+2% +$20K 0.03% 273
2023
Q1 		$785K Buy
2,205
+79
+4% +$28.5K 0.03% 315
2022
Q4 		$797K Buy
+2,126
New +$793K 0.03% 303
2022
Q2 		$609K Buy
1,868
+277
+17% +$88.6K 0.02% 337
2022
Q1 		$487K Sell
1,591
-129
-8% -$35.1K 0.02% 396
2021
Q4 		$427K Buy
+1,720
New +$378K 0.01% 475

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's MCK Position: Q2 2026 in Review

Coldstream Capital Management reduced its McKesson (MCK) stake by 4.4% in Q2 2026, selling an estimated $136K and leaving 3,679 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #233.

Coldstream Capital Management first reported a position in MCK in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.33M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Coldstream Capital Management held 3,679 shares of McKesson worth $2.78M as of Q2 2026.
  • Coldstream Capital Management sold 171 McKesson shares in Q2 2026, an estimated $136K.
  • McKesson made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #233 holding.
  • Coldstream Capital Management first reported a position in McKesson in Q4 2021 and has held it in 18 quarters since.
  • Coldstream Capital Management's McKesson position peaked at $3.33M in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.