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Ellsworth Advisors’s McKesson MCK Stock Holding History

Ellsworth Advisors’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 		$349K Buy
+438
New +$347K 0.06% 154
2025
Q2 		– Sell
-7,962
Closed -$5.36M – 184
2025
Q1 		$5.36M Buy
+7,962
New +$4.92M 1.41% 23

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

Ellsworth Advisors's MCK Position: Q2 2026 in Review

Ellsworth Advisors opened a new position in McKesson (MCK) in Q2 2026: 438 shares worth $349K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings. This is a return to the name: Ellsworth Advisors previously reported a position in MCK as recently as Q1 2025.

Ellsworth Advisors first reported a position in MCK in Q1 2025 and has held it in 2 quarters since. The position peaked at $5.36M in Q1 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ellsworth Advisors held 438 shares of McKesson worth $349K as of Q2 2026.
  • McKesson was a new Ellsworth Advisors position in Q2 2026.
  • McKesson made up 0.06% of Ellsworth Advisors's portfolio in Q2 2026, its #154 holding.
  • Ellsworth Advisors first reported a position in McKesson in Q1 2025 and has held it in 2 quarters since.
  • Ellsworth Advisors's McKesson position peaked at $5.36M in Q1 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.