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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's MCK Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its McKesson (MCK) stake by 40% in Q1 2026, buying an estimated $1.31M and bringing the position to 5,162 shares worth $4.47M. The position accounts for 0.17% of the portfolio, ranked #139.

Gladstone Institutional Advisory first reported a position in MCK in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.86M in Q4 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Gladstone Institutional Advisory held 5,162 shares of McKesson worth $4.47M as of Q1 2026.
Gladstone Institutional Advisory bought 1,469 McKesson shares in Q1 2026, an estimated $1.31M.
McKesson made up 0.17% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #139 holding.
Gladstone Institutional Advisory first reported a position in McKesson in Q4 2022 and has held it in 11 quarters since.
Gladstone Institutional Advisory's McKesson position peaked at $4.86M in Q4 2022.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.