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J. Safra Asset Management’s McKesson MCK Stock Holding History

J. Safra Asset Management’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 		$206K Sell
272
-93
-25% -$73.7K 0.01% 225
2026
Q1 		$316K Buy
365
+29
+9% +$25.9K 0.02% 197
2025
Q4 		$276K Hold
336
– – 0.01% 196
2025
Q3 		$260K Buy
336
+60
+22% +$42.3K 0.02% 157
2025
Q2 		$202K Sell
276
-51
-16% -$36K 0.01% 158
2025
Q1 		$220K Sell
327
-29
-8% -$17.9K 0.02% 137
2024
Q4 		$203K Buy
356
+142
+66% +$79.5K 0.02% 124
2024
Q3 		$104K Buy
214
+2
+0.9% +$1.11K 0.01% 112
2024
Q2 		$124K Hold
212
– – 0.01% 81
2024
Q1 		$114K Sell
212
-61
-22% -$31K 0.01% 63
2023
Q4 		$126K Hold
273
– – 0.02% 61
2023
Q3 		$119K Hold
273
– – 0.02% 62
2023
Q2 		$117K Hold
273
– – 0.02% 75
2023
Q1 		$97.2K Hold
273
– – 0.02% 83
2022
Q4 		$102K Buy
273
+201
+279% +$75K 0.02% 38
2022
Q3 		$0 Buy
72
+3
+4% +$1.04K ﹤0.01% 76
2022
Q2 		$0 Buy
69
+5
+8% +$1.6K ﹤0.01% 96
2022
Q1 		$0 Buy
+64
New +$17.4K ﹤0.01% 100
2016
Q4 		– Sell
-143
Closed -$24K – 92
2016
Q3 		$24K Hold
143
– – 0.04% 130
2016
Q2 		$27K Sell
143
-2,800
-95% -$491K 0.04% 168
2016
Q1 		$463K Sell
2,943
-8,592
-74% -$1.39M 0.38% 70
2015
Q4 		$2.27M Buy
+11,535
New +$2.18M 1.74% 18

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

J. Safra Asset Management's MCK Position: Q2 2026 in Review

J. Safra Asset Management reduced its McKesson (MCK) stake by 25% in Q2 2026, selling an estimated $73.7K and leaving 272 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #225.

J. Safra Asset Management first reported a position in MCK in Q4 2015 and has held it in 22 quarters since. The position peaked at $2.27M in Q4 2015. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • J. Safra Asset Management held 272 shares of McKesson worth $206K as of Q2 2026.
  • J. Safra Asset Management sold 93 McKesson shares in Q2 2026, an estimated $73.7K.
  • McKesson made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #225 holding.
  • J. Safra Asset Management first reported a position in McKesson in Q4 2015 and has held it in 22 quarters since.
  • J. Safra Asset Management's McKesson position peaked at $2.27M in Q4 2015.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.