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Concurrent Investment Advisors’s McKesson MCK Stock Holding History

Concurrent Investment 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
2026
Q1 		$2.67M Sell
3,083
-75
-2% -$66.9K 0.03% 524
2025
Q4 		$2.59M Buy
3,158
+1,219
+63% +$995K 0.03% 495
2025
Q3 		$1.5M Sell
1,939
-48
-2% -$33.8K 0.03% 536
2025
Q2 		$1.46M Buy
1,987
+211
+12% +$149K 0.03% 506
2025
Q1 		$1.2M Buy
1,776
+99
+6% +$61.2K 0.03% 495
2024
Q4 		$956K Sell
1,677
-34
-2% -$19K 0.03% 499
2024
Q3 		$846K Sell
1,711
-209
-11% -$116K 0.03% 506
2024
Q2 		$1.12M Buy
1,920
+305
+19% +$170K 0.04% 402
2024
Q1 		$867K Buy
1,615
+262
+19% +$133K 0.03% 406
2023
Q4 		$626K Buy
+1,353
New +$615K 0.03% 439

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's MCK Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its McKesson (MCK) stake by 2.4% in Q1 2026, selling an estimated $66.9K and leaving 3,083 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #524.

Concurrent Investment Advisors first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Concurrent Investment Advisors held 3,083 shares of McKesson worth $2.67M as of Q1 2026.
  • Concurrent Investment Advisors sold 75 McKesson shares in Q1 2026, an estimated $66.9K.
  • McKesson made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #524 holding.
  • Concurrent Investment Advisors first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.