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Kapstone Financial Advisors’s McKesson MCK Stock Holding History

Kapstone Financial Advisors’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 		$285K Sell
329
-21
-6% -$18.7K 0.14% 105
2025
Q4 		$287K Sell
350
-3
-0.8% -$2.45K 0.14% 90
2025
Q3 		$273K Sell
353
-4
-1% -$2.82K 0.13% 87
2025
Q2 		$262K Sell
357
-11
-3% -$7.76K 0.13% 90
2025
Q1 		$248K Hold
368
– – 0.14% 88
2024
Q4 		$222K Buy
+368
New +$206K 0.12% 99
2024
Q3 		– Sell
-377
Closed -$220K – 111
2024
Q2 		$220K Sell
377
-3
-0.8% -$1.67K 0.14% 94
2024
Q1 		$204K Buy
+380
New +$193K 0.14% 100

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

Kapstone Financial Advisors's MCK Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its McKesson (MCK) stake by 6% in Q1 2026, selling an estimated $18.7K and leaving 329 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #105.

Kapstone Financial Advisors first reported a position in MCK in Q1 2024 and has held it in 8 quarters since. The position peaked at $287K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Kapstone Financial Advisors held 329 shares of McKesson worth $285K as of Q1 2026.
  • Kapstone Financial Advisors sold 21 McKesson shares in Q1 2026, an estimated $18.7K.
  • McKesson made up 0.14% of Kapstone Financial Advisors's portfolio in Q1 2026, its #105 holding.
  • Kapstone Financial Advisors first reported a position in McKesson in Q1 2024 and has held it in 8 quarters since.
  • Kapstone Financial Advisors's McKesson position peaked at $287K in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.