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Continuum Advisory’s McKesson MCK Stock Holding History

Continuum Advisory’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 		$429K Buy
496
+85
+21% +$75.9K 0.04% 306
2025
Q4 		$337K Buy
411
+67
+19% +$54.7K 0.03% 349
2025
Q3 		$266K Sell
344
-30
-8% -$21.1K 0.03% 381
2025
Q2 		$274K Buy
374
+55
+17% +$38.8K 0.03% 355
2025
Q1 		$215K Buy
319
+3
+0.9% +$1.85K 0.03% 378
2024
Q4 		$180K Sell
316
-101
-24% -$56.6K 0.02% 404
2024
Q3 		$255K Sell
417
-73
-15% -$40.6K 0.03% 348
2024
Q2 		$286K Sell
490
-5,746
-92% -$3.2M 0.04% 314
2024
Q1 		$3.46M Buy
6,236
+1,203
+24% +$611K 0.52% 31
2023
Q4 		$2.33M Buy
5,033
+592
+13% +$269K 0.33% 70
2023
Q3 		$1.93M Buy
4,441
+308
+7% +$130K 0.31% 84
2023
Q2 		$1.77M Buy
4,133
+2,267
+121% +$871K 0.28% 93
2023
Q1 		$664K Sell
1,866
-17
-0.9% -$6.14K 0.11% 217
2022
Q4 		$706K Sell
1,883
-6
-0.3% -$2.24K 0.13% 196
2022
Q3 		$642K Sell
1,889
-592
-24% -$206K 0.11% 194
2022
Q2 		$809K Buy
2,481
+1,383
+126% +$442K 0.15% 170
2022
Q1 		$340K Buy
+1,098
New +$299K 0.06% 295
2019
Q1 		– Sell
-2,695
Closed -$298K – 150
2018
Q4 		$298K Sell
2,695
-582
-18% -$72.6K 0.22% 110
2018
Q3 		$434K Buy
3,277
+27
+0.8% +$3.52K 0.29% 83
2018
Q2 		$434K Buy
3,250
+292
+10% +$42.7K 0.32% 76
2018
Q1 		$417K Buy
2,958
+442
+18% +$68.9K 0.35% 71
2017
Q4 		$392K Buy
2,516
+45
+2% +$6.67K 0.3% 98
2017
Q3 		$380K Sell
2,471
-9
-0.4% -$1.41K 0.33% 92
2017
Q2 		$408K Buy
2,480
+411
+20% +$62.3K 0.4% 75
2017
Q1 		$307K Buy
+2,069
New +$303K 0.37% 76

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

Continuum Advisory's MCK Position: Q1 2026 in Review

Continuum Advisory increased its McKesson (MCK) stake by 21% in Q1 2026, buying an estimated $75.9K and bringing the position to 496 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #306.

Continuum Advisory first reported a position in MCK in Q1 2017 and has held it in 25 quarters since. The position peaked at $3.46M in Q1 2024. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Continuum Advisory held 496 shares of McKesson worth $429K as of Q1 2026.
  • Continuum Advisory bought 85 McKesson shares in Q1 2026, an estimated $75.9K.
  • McKesson made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #306 holding.
  • Continuum Advisory first reported a position in McKesson in Q1 2017 and has held it in 25 quarters since.
  • Continuum Advisory's McKesson position peaked at $3.46M in Q1 2024.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.