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Foundations Investment Advisors’s McKesson MCK Stock Holding History

Foundations Investment 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
Q1 		$2.48M Sell
2,866
-90
-3% -$80.3K 0.03% 328
2025
Q4 		$2.42M Buy
2,956
+625
+27% +$510K 0.03% 321
2025
Q3 		$1.8M Sell
2,331
-12
-0.5% -$8.45K 0.03% 329
2025
Q2 		$1.72M Sell
2,343
-88
-4% -$62.1K 0.03% 330
2025
Q1 		$1.64M Sell
2,431
-22,190
-90% -$13.7M 0.03% 321
2024
Q4 		$14M Buy
24,621
+4,320
+21% +$2.42M 0.27% 84
2024
Q3 		$10M Buy
20,301
+4,134
+26% +$2.3M 0.21% 100
2024
Q2 		$9.44M Buy
16,167
+3,498
+28% +$1.95M 0.23% 86
2024
Q1 		$6.8M Buy
12,669
+2,522
+25% +$1.28M 0.18% 102
2023
Q4 		$5.09M Buy
10,147
+3,621
+55% +$1.65M 0.14% 120
2023
Q3 		$2.84M Buy
6,526
+2,002
+44% +$844K 0.09% 180
2023
Q2 		$1.93M Buy
4,524
+1,617
+56% +$622K 0.06% 197
2023
Q1 		$1.04M Buy
2,907
+1,235
+74% +$446K 0.04% 235
2022
Q4 		$627K Buy
1,672
+515
+45% +$192K 0.03% 250
2022
Q3 		$393K Buy
+1,157
New +$402K 0.02% 286

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's MCK Position: Q1 2026 in Review

Foundations Investment Advisors reduced its McKesson (MCK) stake by 3% in Q1 2026, selling an estimated $80.3K and leaving 2,866 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #328.

Foundations Investment Advisors first reported a position in MCK in Q3 2022 and has held it in 15 quarters since. The position peaked at $14M in Q4 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Foundations Investment Advisors held 2,866 shares of McKesson worth $2.48M as of Q1 2026.
  • Foundations Investment Advisors sold 90 McKesson shares in Q1 2026, an estimated $80.3K.
  • McKesson made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #328 holding.
  • Foundations Investment Advisors first reported a position in McKesson in Q3 2022 and has held it in 15 quarters since.
  • Foundations Investment Advisors's McKesson position peaked at $14M in Q4 2024.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.