Goldstein Advisors’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$444K Buy
588
+106
+22% +$84K 0.04% 145
2026
Q1
$417K Buy
482
+46
+11% +$41.1K 0.05% 118
2025
Q4
$358K Buy
436
+102
+31% +$83.2K 0.04% 128
2025
Q3
$258K Buy
334
+14
+4% +$9.86K 0.03% 164
2025
Q2
$234K Sell
320
-55
-15% -$38.8K 0.03% 165
2025
Q1
$252K Sell
375
-4
-1% -$2.47K 0.04% 156
2024
Q4
$216K Buy
+379
New +$212K 0.03% 175
2024
Q3
Sell
-425
Closed -$248K 208
2024
Q2
$248K Buy
+425
New +$237K 0.04% 136

Other funds holding MCK

Goldstein Advisors's MCK Position: Q2 2026 in Review

Goldstein Advisors increased its McKesson (MCK) stake by 22% in Q2 2026, buying an estimated $84K and bringing the position to 588 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #145.

Goldstein Advisors first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Goldstein Advisors held 588 shares of McKesson worth $444K as of Q2 2026.
  • Goldstein Advisors bought 106 McKesson shares in Q2 2026, an estimated $84K.
  • McKesson made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #145 holding.
  • Goldstein Advisors first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.