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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
Q2 		$2.59M Buy
3,422
+339
+11% +$269K 0.02% 637
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 $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

Concurrent Investment Advisors's MCK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $269K and bringing the position to 3,422 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #637.

Concurrent Investment Advisors first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Concurrent Investment Advisors held 3,422 shares of McKesson worth $2.59M as of Q2 2026.
  • Concurrent Investment Advisors bought 339 McKesson shares in Q2 2026, an estimated $269K.
  • McKesson made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #637 holding.
  • Concurrent Investment Advisors first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's McKesson position peaked at $2.67M in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.