Gladstone Institutional Advisory’s McKesson MCK Stock Holding History

Gladstone Institutional Advisory’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	$4.81M	Buy	6,372 +1,210	+23%	+$959K	0.15%	143
2026 Q1	$4.47M	Buy	5,162 +1,469	+40%	+$1.31M	0.17%	139
2025 Q4	$3.03M	Buy	3,693 +1,820	+97%	+$1.49M	0.11%	195
2025 Q3	$1.45M	Buy	1,873 +1,505	+409%	+$1.06M	0.06%	296
2025 Q2	$270K	Sell	368 -54	-13%	-$38.1K	0.01%	630
2025 Q1	$284K	Sell	422 -1,066	-72%	-$659K	0.01%	601
2024 Q4	$848K	Buy	1,488 +579	+64%	+$324K	0.04%	356
2024 Q3	$450K	Sell	909 -6,596	-88%	-$3.67M	0.02%	481
2024 Q2	$4.38M	Buy	7,505 +182	+2%	+$101K	0.23%	119
2024 Q1	$3.93M	Buy	7,323 +742	+11%	+$377K	0.22%	129
2023 Q4	$3.05M	Buy	+6,581	New	+$2.99M	0.17%	149
2023 Q1	–	Sell	-12,959	Closed	-$4.86M	–	692
2022 Q4	$4.86M	Buy	+12,959	New	+$4.83M	0.34%	76

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

Gladstone Institutional Advisory's MCK Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its McKesson (MCK) stake by 23% in Q2 2026, buying an estimated $959K and bringing the position to 6,372 shares worth $4.81M. The position accounts for 0.15% of the portfolio, ranked #143.

Gladstone Institutional Advisory first reported a position in MCK in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.86M in Q4 2022. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Gladstone Institutional Advisory held 6,372 shares of McKesson worth $4.81M as of Q2 2026.
Gladstone Institutional Advisory bought 1,210 McKesson shares in Q2 2026, an estimated $959K.
McKesson made up 0.15% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #143 holding.
Gladstone Institutional Advisory first reported a position in McKesson in Q4 2022 and has held it in 12 quarters since.
Gladstone Institutional Advisory's McKesson position peaked at $4.86M in Q4 2022.
2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.