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Kestra Investment Management’s McKesson MCK Stock Holding History

Kestra Investment 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 		$451K Buy
+596
New +$473K 0.01% 333
2026
Q1 		– Sell
-2,224
Closed -$1.82M – 487
2025
Q4 		$1.82M Buy
2,224
+87
+4% +$71K 0.04% 140
2025
Q3 		$1.65M Buy
2,137
+1,551
+265% +$1.09M 0.04% 142
2025
Q2 		$427K Buy
586
+539
+1,147% +$380K 0.01% 402
2025
Q1 		$31.6K Sell
47
-50
-52% -$30.9K ﹤0.01% 507
2024
Q4 		$55.3K Buy
+97
New +$54.3K ﹤0.01% 513

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

Kestra Investment Management's MCK Position: Q2 2026 in Review

Kestra Investment Management opened a new position in McKesson (MCK) in Q2 2026: 596 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in MCK as recently as Q4 2025.

Kestra Investment Management first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.82M in Q4 2025. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kestra Investment Management held 596 shares of McKesson worth $451K as of Q2 2026.
  • McKesson was a new Kestra Investment Management position in Q2 2026.
  • McKesson made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #333 holding.
  • Kestra Investment Management first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's McKesson position peaked at $1.82M in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.