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Costello Asset Management’s McKesson MCK Stock Holding History

Costello Asset 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 		$3.91M Buy
5,173
+28
+0.5% +$22.2K 1.17% 23
2026
Q1 		$4.45M Sell
5,145
-119
-2% -$106K 1.54% 13
2025
Q4 		$4.32M Buy
5,264
+5,144
+4,287% +$4.2M 1.43% 17
2025
Q3 		$92.7K Hold
120
– – 0.03% 162
2025
Q2 		$87.9K Hold
120
– – 0.03% 165
2025
Q1 		$80.8K Buy
+120
New +$74.2K 0.03% 173

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 $3.37T AUM 44.26% 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

Costello Asset Management's MCK Position: Q2 2026 in Review

Costello Asset Management increased its McKesson (MCK) stake by 0.54% in Q2 2026, buying an estimated $22.2K and bringing the position to 5,173 shares worth $3.91M. The position accounts for 1.17% of the portfolio, ranked #23.

Costello Asset Management first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.45M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Costello Asset Management held 5,173 shares of McKesson worth $3.91M as of Q2 2026.
  • Costello Asset Management bought 28 McKesson shares in Q2 2026, an estimated $22.2K.
  • McKesson made up 1.17% of Costello Asset Management's portfolio in Q2 2026, its #23 holding.
  • Costello Asset Management first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's McKesson position peaked at $4.45M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.