Crewe Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $410K | Buy |
543
+13
| +2% | +$10.3K | 0.03% | 160 |
|
|
2026
Q1 | $459K | Buy |
530
+1
| +0.2% | +$893 | 0.04% | 133 |
|
|
2025
Q4 | $434K | Sell |
529
-28
| -5% | -$22.9K | 0.04% | 138 |
|
|
2025
Q3 | $430K | Buy |
557
+61
| +12% | +$43K | 0.04% | 135 |
|
|
2025
Q2 | $363K | Hold |
496
| – | – | 0.05% | 111 |
|
|
2025
Q1 | $334K | Buy |
496
+11
| +2% | +$6.8K | 0.05% | 104 |
|
|
2024
Q4 | $276K | Sell |
485
-13
| -3% | -$7.28K | 0.04% | 122 |
|
|
2024
Q3 | $246K | Sell |
498
-398
| -44% | -$222K | 0.03% | 133 |
|
|
2024
Q2 | $523K | Sell |
896
-12
| -1% | -$6.68K | 0.06% | 100 |
|
|
2024
Q1 | $487K | Buy |
+908
| New | +$461K | 0.06% | 101 |
|
|
2023
Q3 | – | Sell |
-186
| Closed | -$79.5K | – | 787 |
|
|
2023
Q2 | $79.5K | Buy |
186
+1
| +0.5% | +$384 | 0.01% | 225 |
|
|
2023
Q1 | $65.9K | Sell |
185
-71
| -28% | -$25.6K | 0.01% | 280 |
|
|
2022
Q4 | $96K | Sell |
256
-69
| -21% | -$25.7K | 0.02% | 221 |
|
|
2022
Q3 | $110K | Buy |
325
+27
| +9% | +$9.37K | 0.02% | 212 |
|
|
2022
Q2 | $97K | Buy |
298
+63
| +27% | +$20.2K | 0.02% | 216 |
|
|
2022
Q1 | $72K | Buy |
235
+50
| +27% | +$13.6K | 0.01% | 203 |
|
|
2021
Q4 | $46K | Hold |
185
| – | – | 0.01% | 194 |
|
|
2021
Q3 | $37K | Sell |
185
-53
| -22% | -$10.6K | 0.01% | 172 |
|
|
2021
Q2 | $46K | Sell |
238
-54
| -18% | -$10.4K | 0.01% | 160 |
|
|
2021
Q1 | $57K | Hold |
292
| – | – | 0.01% | 143 |
|
|
2020
Q4 | $51K | Sell |
292
-21
| -7% | -$3.5K | 0.02% | 140 |
|
|
2020
Q3 | $47K | Buy |
313
+128
| +69% | +$19.4K | 0.02% | 132 |
|
|
2020
Q2 | $28K | Hold |
185
| – | – | 0.01% | 130 |
|
|
2020
Q1 | $25K | Hold |
185
| – | – | 0.01% | 116 |
|
|
2019
Q4 | $26K | Hold |
185
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $25K | Hold |
185
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $25K | Hold |
185
| – | – | 0.01% | 173 |
|
|
2019
Q1 | $22K | Hold |
185
| – | – | 0.01% | 156 |
|
|
2018
Q4 | $20K | Hold |
185
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $25K | Hold |
185
| – | – | 0.02% | 164 |
|
|
2018
Q2 | $25K | Hold |
185
| – | – | 0.02% | 164 |
|
|
2018
Q1 | $26K | Hold |
185
| – | – | 0.03% | 167 |
|
|
2017
Q4 | $29K | Buy |
+185
| New | +$27.4K | 0.03% | 164 |
|
Other funds holding MCK
Crewe Advisors's MCK Position: Q2 2026 in Review
Crewe Advisors increased its McKesson (MCK) stake by 2.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 543 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #160.
Crewe Advisors first reported a position in MCK in Q4 2017 and has held it in 33 quarters since. The position peaked at $523K in Q2 2024. 2,006 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Crewe Advisors held 543 shares of McKesson worth $410K as of Q2 2026.
- Crewe Advisors bought 13 McKesson shares in Q2 2026, an estimated $10.3K.
- McKesson made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #160 holding.
- Crewe Advisors first reported a position in McKesson in Q4 2017 and has held it in 33 quarters since.
- Crewe Advisors's McKesson position peaked at $523K in Q2 2024.
- 2,006 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.