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Crestwood Advisors Group’s McKesson MCK Stock Holding History

Crestwood Advisors Group’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 		$714K Sell
945
-92
-9% -$72.9K 0.01% 381
2026
Q1 		$897K Buy
1,037
+175
+20% +$156K 0.02% 310
2025
Q4 		$707K Buy
862
+110
+15% +$89.8K 0.01% 332
2025
Q3 		$581K Buy
752
+103
+16% +$72.5K 0.01% 347
2025
Q2 		$475K Buy
649
+75
+13% +$52.9K 0.01% 353
2025
Q1 		$386K Buy
574
+137
+31% +$84.7K 0.01% 382
2024
Q4 		$249K Buy
+437
New +$245K ﹤0.01% 418
2024
Q3 		– Sell
-379
Closed -$221K – 447
2024
Q2 		$221K Buy
+379
New +$211K ﹤0.01% 400
2017
Q2 		– Sell
-360
Closed -$50K – 323
2017
Q1 		$50K Buy
+360
New +$52.7K ﹤0.01% 256
2016
Q1 		– Sell
-1,257
Closed -$248K – 146
2015
Q4 		$248K Hold
1,257
– – 0.03% 131
2015
Q3 		$233K Sell
1,257
-44
-3% -$9.33K 0.03% 129
2015
Q2 		$293K Sell
1,301
-435
-25% -$101K 0.04% 122
2015
Q1 		$393K Buy
+1,736
New +$385K 0.06% 94

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

Crestwood Advisors Group's MCK Position: Q2 2026 in Review

Crestwood Advisors Group reduced its McKesson (MCK) stake by 8.9% in Q2 2026, selling an estimated $72.9K and leaving 945 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #381.

Crestwood Advisors Group first reported a position in MCK in Q1 2015 and has held it in 13 quarters since. The position peaked at $897K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Crestwood Advisors Group held 945 shares of McKesson worth $714K as of Q2 2026.
  • Crestwood Advisors Group sold 92 McKesson shares in Q2 2026, an estimated $72.9K.
  • McKesson made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #381 holding.
  • Crestwood Advisors Group first reported a position in McKesson in Q1 2015 and has held it in 13 quarters since.
  • Crestwood Advisors Group's McKesson position peaked at $897K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.