Financial Perspectives’s McKesson MCK Stock Holding History

Financial Perspectives’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	$102K	Hold	135	–	–	0.02%	242
2026 Q1	$117K	Sell	135 -3	-2%	-$2.68K	0.03%	221
2025 Q4	$113K	Hold	138	–	–	0.03%	221
2025 Q3	$107K	Sell	138 -5	-3%	-$3.52K	0.03%	228
2025 Q2	$105K	Hold	143	–	–	0.03%	217
2025 Q1	$96.2K	Hold	143	–	–	0.03%	216
2024 Q4	$81.5K	Buy	143 +21	+17%	+$11.8K	0.03%	247
2024 Q3	$60.3K	Hold	122	–	–	0.02%	266
2024 Q2	$71.3K	Hold	122	–	–	0.03%	234
2024 Q1	$65.5K	Hold	122	–	–	0.02%	250
2023 Q4	$56.5K	Hold	122	–	–	0.02%	259
2023 Q3	$53.1K	Hold	122	–	–	0.02%	253
2023 Q2	$52.1K	Hold	122	–	–	0.02%	258
2023 Q1	$43.4K	Hold	122	–	–	0.02%	269
2022 Q4	$45.8K	Hold	122	–	–	0.02%	259
2022 Q3	$41.5K	Hold	122	–	–	0.02%	259
2022 Q2	$39.8K	Hold	122	–	–	0.02%	258
2022 Q1	$37.3K	Hold	122	–	–	0.02%	288
2021 Q4	$30.3K	Hold	122	–	–	0.01%	303
2021 Q3	$24.3K	Hold	122	–	–	0.01%	331
2021 Q2	$23.3K	Sell	122 -23,673	-99%	-$4.57M	0.01%	362
2021 Q1	$122K	Buy	23,795 +23,673	+19,404%	+$4.32M	0.01%	458
2020 Q4	$21.2K	Hold	122	–	–	0.01%	328
2020 Q3	$18.2K	Hold	122	–	–	0.01%	303
2020 Q2	$18.7K	Hold	122	–	–	0.01%	284
2020 Q1	$16.5K	Hold	122	–	–	0.01%	263
2019 Q4	$16.9K	Buy	+122	New	+$17.2K	0.01%	280

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

Financial Perspectives's MCK Position: Q2 2026 in Review

Financial Perspectives held its McKesson (MCK) position steady in Q2 2026 at 135 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #242.

Financial Perspectives first reported a position in MCK in Q4 2019 and has held it in 27 quarters since. The position peaked at $122K in Q1 2021. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Financial Perspectives held 135 shares of McKesson worth $102K as of Q2 2026.
Financial Perspectives left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #242 holding.
Financial Perspectives first reported a position in McKesson in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's McKesson position peaked at $122K in Q1 2021.
1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.