EI
MCK icon

Ellevest Inc’s McKesson MCK Stock Holding History

Ellevest Inc’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 		$881K Buy
1,177
+65
+6% +$51.5K 0.1% 136
2026
Q1 		$962K Sell
1,112
-350
-24% -$312K 0.13% 103
2025
Q4 		$1.2M Buy
+1,462
New +$1.19M 0.17% 85
2023
Q2 		– Sell
-10
Closed -$3.56K – 1097
2023
Q1 		$3.56K Buy
10
+4
+67% +$1.45K ﹤0.01% 1307
2022
Q4 		$2.25K Buy
+6
New +$2.24K ﹤0.01% 1365
2022
Q1 		– Sell
-16
Closed -$4K – 1542
2021
Q4 		$4K Hold
16
– – ﹤0.01% 1054
2021
Q3 		$3K Hold
16
– – ﹤0.01% 1068
2021
Q2 		$3K Sell
16
-13
-45% -$2.51K ﹤0.01% 977
2021
Q1 		$6K Sell
29
-489
-94% -$89.3K ﹤0.01% 874
2020
Q4 		$90K Buy
518
+81
+19% +$13.5K 0.01% 332
2020
Q3 		$65K Sell
437
-65
-13% -$9.87K 0.01% 332
2020
Q2 		$77K Buy
502
+223
+80% +$32.2K 0.02% 273
2020
Q1 		$38K Buy
279
+128
+85% +$18.7K 0.01% 287
2019
Q4 		$21K Buy
+151
New +$21.3K 0.01% 409

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

Ellevest Inc's MCK Position: Q2 2026 in Review

Ellevest Inc increased its McKesson (MCK) stake by 5.8% in Q2 2026, buying an estimated $51.5K and bringing the position to 1,177 shares worth $881K. The position accounts for 0.1% of the portfolio, ranked #136.

Ellevest Inc first reported a position in MCK in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ellevest Inc held 1,177 shares of McKesson worth $881K as of Q2 2026.
  • Ellevest Inc bought 65 McKesson shares in Q2 2026, an estimated $51.5K.
  • McKesson made up 0.1% of Ellevest Inc's portfolio in Q2 2026, its #136 holding.
  • Ellevest Inc first reported a position in McKesson in Q4 2019 and has held it in 14 quarters since.
  • Ellevest Inc's McKesson position peaked at $1.2M in Q4 2025.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.