CFO
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CVA Family Office’s McKesson MCK Stock Holding History

CVA Family Office’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 		$253K Sell
335
-7
-2% -$5.55K 0.02% 299
2026
Q1 		$296K Buy
342
+75
+28% +$66.9K 0.03% 250
2025
Q4 		$219K Buy
267
+1
+0.4% +$816 0.03% 279
2025
Q3 		$205K Sell
266
-2
-0.7% -$1.41K 0.03% 286
2025
Q2 		$196K Buy
268
+3
+1% +$2.12K 0.03% 295
2025
Q1 		$178K Buy
265
+15
+6% +$9.27K 0.03% 295
2024
Q4 		$142K Buy
250
+16
+7% +$8.96K 0.02% 327
2024
Q3 		$116K Hold
234
– – 0.02% 346
2024
Q2 		$137K Sell
234
-1
-0.4% -$557 0.02% 302
2024
Q1 		$126K Buy
235
+1
+0.4% +$508 0.02% 317
2023
Q4 		$108K Buy
+234
New +$106K 0.02% 325
2023
Q3 		– Sell
-217
Closed -$92.7K – 660
2023
Q2 		$92.7K Buy
217
+12
+6% +$4.61K 0.02% 317
2023
Q1 		$73K Buy
205
+5
+3% +$1.81K 0.02% 364
2022
Q4 		$75K Buy
200
+10
+5% +$3.73K 0.02% 330
2022
Q3 		$65K Buy
190
+5
+3% +$1.74K 0.02% 308
2022
Q2 		$60K Hold
185
– – 0.02% 328
2022
Q1 		$57K Buy
185
+70
+61% +$19K 0.01% 370
2021
Q4 		$29K Buy
+115
New +$25.2K 0.01% 463
2021
Q3 		– Sell
-145
Closed -$28K – 660
2021
Q2 		$28K Buy
145
+30
+26% +$5.79K 0.01% 454
2021
Q1 		$22K Buy
+115
New +$21K 0.01% 393

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

CVA Family Office's MCK Position: Q2 2026 in Review

CVA Family Office reduced its McKesson (MCK) stake by 2% in Q2 2026, selling an estimated $5.55K and leaving 335 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #299.

CVA Family Office first reported a position in MCK in Q1 2021 and has held it in 20 quarters since. The position peaked at $296K in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • CVA Family Office held 335 shares of McKesson worth $253K as of Q2 2026.
  • CVA Family Office sold 7 McKesson shares in Q2 2026, an estimated $5.55K.
  • McKesson made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #299 holding.
  • CVA Family Office first reported a position in McKesson in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's McKesson position peaked at $296K in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.