Davidson Trust Company’s McKesson MCK Stock Holding History

Davidson Trust Company’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	$355K	Buy	+470	New	+$373K	0.14%	141
2025 Q4	–	Sell	-874	Closed	-$675K	–	180
2025 Q3	$675K	Hold	874	–	–	0.28%	86
2025 Q2	$640K	Hold	874	–	–	0.3%	82
2025 Q1	$588K	Sell	874 -200	-19%	-$124K	0.28%	88
2024 Q4	$612K	Hold	1,074	–	–	0.32%	78
2024 Q3	$531K	Hold	1,074	–	–	0.27%	86
2024 Q2	$627K	Hold	1,074	–	–	0.43%	64
2024 Q1	$577K	Sell	1,074 -25	-2%	-$12.7K	0.34%	81
2023 Q4	$509K	Hold	1,099	–	–	0.33%	81
2023 Q3	$478K	Hold	1,099	–	–	0.35%	70
2023 Q2	$470K	Hold	1,099	–	–	0.34%	75
2023 Q1	$391K	Buy	+1,099	New	+$397K	0.3%	79

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Davidson Trust Company's MCK Position: Q2 2026 in Review

Davidson Trust Company opened a new position in McKesson (MCK) in Q2 2026: 470 shares worth $355K. The stake represents 0.14% of the portfolio and ranks #141 among its holdings. This is a return to the name: Davidson Trust Company previously reported a position in MCK as recently as Q3 2025.

Davidson Trust Company first reported a position in MCK in Q1 2023 and has held it in 12 quarters since. The position peaked at $675K in Q3 2025. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Davidson Trust Company held 470 shares of McKesson worth $355K as of Q2 2026.
McKesson was a new Davidson Trust Company position in Q2 2026.
McKesson made up 0.14% of Davidson Trust Company's portfolio in Q2 2026, its #141 holding.
Davidson Trust Company first reported a position in McKesson in Q1 2023 and has held it in 12 quarters since.
Davidson Trust Company's McKesson position peaked at $675K in Q3 2025.
2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.