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Jacobsen Capital Management’s McKesson MCK Stock Holding History

Jacobsen Capital 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 		– Sell
-255
Closed -$221K – 134
2026
Q1 		$221K Hold
255
– – 0.07% 109
2025
Q4 		$209K Buy
+255
New +$208K 0.07% 119

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

Jacobsen Capital Management's MCK Position: Q2 2026 in Review

Jacobsen Capital Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 255 shares — an estimated $221K sold.

Jacobsen Capital Management first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q1 2026. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Jacobsen Capital Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Jacobsen Capital Management sold 255 McKesson shares in Q2 2026, an estimated $221K.
  • Jacobsen Capital Management first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
  • Jacobsen Capital Management's McKesson position peaked at $221K in Q1 2026.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.