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Great Valley Advisor Group’s McKesson MCK Stock Holding History

Great Valley Advisor Group’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 		$2.29M Sell
2,646
-47
-2% -$41.9K 0.04% 346
2025
Q4 		$2.21M Sell
2,693
-75
-3% -$61.2K 0.04% 322
2025
Q3 		$2.14M Sell
2,768
-140
-5% -$98.6K 0.04% 321
2025
Q2 		$2.13M Sell
2,908
-539
-16% -$380K 0.05% 304
2025
Q1 		$2.32M Sell
3,447
-7,775
-69% -$4.81M 0.05% 284
2024
Q4 		$6.4M Buy
11,222
+724
+7% +$405K 0.14% 144
2024
Q3 		$5.19M Buy
10,498
+3,729
+55% +$2.08M 0.13% 163
2024
Q2 		$3.95M Buy
6,769
+4,361
+181% +$2.43M 0.11% 194
2024
Q1 		$1.29M Sell
2,408
-92
-4% -$46.7K 0.04% 329
2023
Q4 		$1.16M Sell
2,500
-1,007
-29% -$458K 0.04% 319
2023
Q3 		$1.52M Buy
3,507
+528
+18% +$223K 0.06% 255
2023
Q2 		$1.27M Sell
2,979
-59
-2% -$22.7K 0.05% 281
2023
Q1 		$1.08M Buy
3,038
+561
+23% +$203K 0.05% 292
2022
Q4 		$929K Sell
2,477
-157
-6% -$58.6K 0.05% 335
2022
Q3 		$895K Sell
2,634
-115
-4% -$39.9K 0.05% 322
2022
Q2 		$897K Buy
2,749
+1,152
+72% +$369K 0.05% 327
2022
Q1 		$485K Sell
1,597
-1
-0.1% -$272 0.03% 395
2021
Q4 		$394K Sell
1,598
-146
-8% -$32.1K 0.02% 434
2021
Q3 		$348K Sell
1,744
-529
-23% -$106K 0.02% 429
2021
Q2 		$435K Buy
2,273
+380
+20% +$73.4K 0.03% 383
2021
Q1 		$369K Sell
1,893
-197
-9% -$36K 0.04% 361
2020
Q4 		$364K Sell
2,090
-394
-16% -$65.6K 0.04% 336
2020
Q3 		$370K Buy
2,484
+24
+1% +$3.64K 0.05% 296
2020
Q2 		$377K Buy
2,460
+32
+1% +$4.62K 0.06% 280
2020
Q1 		$329K Buy
2,428
+89
+4% +$13K 0.09% 225
2019
Q4 		$324K Buy
2,339
+52
+2% +$7.35K 0.07% 268
2019
Q3 		$313K Sell
2,287
-137
-6% -$19.4K 0.08% 258
2019
Q2 		$326K Sell
2,424
-165
-6% -$20.6K 0.08% 240
2019
Q1 		$303K Sell
2,589
-182
-7% -$22.5K 0.1% 223
2018
Q4 		$286K Buy
+2,771
New +$346K 0.11% 173

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

Great Valley Advisor Group's MCK Position: Q1 2026 in Review

Great Valley Advisor Group reduced its McKesson (MCK) stake by 1.7% in Q1 2026, selling an estimated $41.9K and leaving 2,646 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #346.

Great Valley Advisor Group first reported a position in MCK in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.4M in Q4 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Great Valley Advisor Group held 2,646 shares of McKesson worth $2.29M as of Q1 2026.
  • Great Valley Advisor Group sold 47 McKesson shares in Q1 2026, an estimated $41.9K.
  • McKesson made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #346 holding.
  • Great Valley Advisor Group first reported a position in McKesson in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's McKesson position peaked at $6.4M in Q4 2024.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.