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Great Lakes Retirement’s McKesson MCK Stock Holding History

Great Lakes Retirement’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 		$572K Sell
756
-51
-6% -$40.4K 0.05% 174
2026
Q1 		$699K Sell
807
-28
-3% -$25K 0.07% 170
2025
Q4 		$686K Buy
835
+25
+3% +$20.4K 0.07% 169
2025
Q3 		$626K Sell
810
-21
-3% -$14.8K 0.07% 164
2025
Q2 		$609K Buy
+831
New +$586K 0.07% 164
2025
Q1 		– Sell
-2,824
Closed -$1.61M – 213
2024
Q4 		$1.61M Sell
2,824
-5,511
-66% -$3.09M 0.21% 107
2024
Q3 		$4.13M Buy
8,335
+69
+0.8% +$38.4K 0.53% 41
2024
Q2 		$4.83M Buy
8,266
+724
+10% +$403K 0.66% 36
2024
Q1 		$4.05M Buy
7,542
+2,392
+46% +$1.21M 0.6% 38
2023
Q4 		$2.38M Buy
5,150
+1,347
+35% +$613K 0.39% 51
2023
Q3 		$1.66M Buy
3,803
+109
+3% +$45.9K 0.3% 68
2023
Q2 		$1.58M Buy
3,694
+121
+3% +$46.5K 0.28% 71
2023
Q1 		$1.27M Buy
3,573
+35
+1% +$12.6K 0.24% 84
2022
Q4 		$1.33M Buy
+3,538
New +$1.32M 0.34% 46

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Great Lakes Retirement's MCK Position: Q2 2026 in Review

Great Lakes Retirement reduced its McKesson (MCK) stake by 6.3% in Q2 2026, selling an estimated $40.4K and leaving 756 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #174.

Great Lakes Retirement first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.83M in Q2 2024. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Great Lakes Retirement held 756 shares of McKesson worth $572K as of Q2 2026.
  • Great Lakes Retirement sold 51 McKesson shares in Q2 2026, an estimated $40.4K.
  • McKesson made up 0.05% of Great Lakes Retirement's portfolio in Q2 2026, its #174 holding.
  • Great Lakes Retirement first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
  • Great Lakes Retirement's McKesson position peaked at $4.83M in Q2 2024.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.