Harbor Investment Advisory’s McKesson MCK Stock Holding History

Harbor Investment 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	–	Sell	-45	Closed	-$36.9K	–	1309
2025 Q4	$36.9K	Hold	45	–	–	﹤0.01%	709
2025 Q3	$34.8K	Hold	45	–	–	﹤0.01%	701
2025 Q2	$33K	Hold	45	–	–	﹤0.01%	696
2025 Q1	$30.3K	Hold	45	–	–	﹤0.01%	698
2024 Q4	$25.6K	Hold	45	–	–	﹤0.01%	719
2024 Q3	$22.2K	Sell	45 -1	-2%	-$557	﹤0.01%	731
2024 Q2	$26.9K	Buy	46 +1	+2%	+$557	﹤0.01%	696
2024 Q1	$24.2K	Hold	45	–	–	﹤0.01%	709
2023 Q4	$20.8K	Hold	45	–	–	﹤0.01%	711
2023 Q3	$19.6K	Hold	45	–	–	﹤0.01%	699
2023 Q2	$19.2K	Hold	45	–	–	﹤0.01%	906
2023 Q1	$16K	Hold	45	–	–	﹤0.01%	949
2022 Q4	$16.9K	Sell	45 -1	-2%	-$373	﹤0.01%	928
2022 Q3	$16K	Hold	46	–	–	﹤0.01%	952
2022 Q2	$15K	Buy	46 +2	+5%	+$640	﹤0.01%	959
2022 Q1	$13K	Hold	44	–	–	﹤0.01%	1018
2021 Q4	$11K	Hold	44	–	–	﹤0.01%	1040
2021 Q3	$9K	Hold	44	–	–	﹤0.01%	1069
2021 Q2	$8K	Hold	44	–	–	﹤0.01%	1050
2021 Q1	$9K	Sell	44 -6	-12%	-$1.09K	﹤0.01%	1009
2020 Q4	$9K	Hold	50	–	–	﹤0.01%	943
2020 Q3	$7K	Sell	50 -345	-87%	-$52.4K	﹤0.01%	901
2020 Q2	$61K	Sell	395 -9	-2%	-$1.3K	0.01%	419
2020 Q1	$55K	Buy	+404	New	+$59.2K	0.01%	391

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

Harbor Investment Advisory's MCK Position: Q1 2026 in Review

Harbor Investment Advisory sold out of McKesson (MCK) in Q1 2026, closing a stake of 45 shares — an estimated $36.9K sold.

Harbor Investment Advisory first reported a position in MCK in Q1 2020 and held it in 24 quarters. The position peaked at $61K in Q2 2020. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Harbor Investment Advisory reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 45 McKesson shares in Q1 2026, an estimated $36.9K.
Harbor Investment Advisory first reported a position in McKesson in Q1 2020 and held it in 24 quarters.
Harbor Investment Advisory's McKesson position peaked at $61K in Q2 2020.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.