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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
Q2 		$249K Hold
329
– – 0.1% 136
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 $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

Kapstone Financial Advisors's MCK Position: Q2 2026 in Review

Kapstone Financial Advisors held its McKesson (MCK) position steady in Q2 2026 at 329 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #136.

Kapstone Financial Advisors first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $287K in Q4 2025. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kapstone Financial Advisors held 329 shares of McKesson worth $249K as of Q2 2026.
  • Kapstone Financial Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Kapstone Financial Advisors first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • Kapstone Financial Advisors's McKesson position peaked at $287K in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.