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Key Financial Inc’s McKesson MCK Stock Holding History

Key Financial Inc’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 		$236K Sell
273
-1
-0.4% -$893 0.04% 269
2025
Q4 		$225K Hold
274
– – 0.04% 270
2025
Q3 		$210K Buy
274
+1
+0.4% +$704 0.04% 282
2025
Q2 		$200K Hold
273
– – 0.04% 281
2025
Q1 		$184K Hold
273
– – 0.04% 279
2024
Q4 		$156K Sell
273
-70
-20% -$39.2K 0.04% 289
2024
Q3 		$170K Sell
343
-29
-8% -$16.1K 0.04% 268
2024
Q2 		$217K Buy
372
+181
+95% +$101K 0.05% 231
2024
Q1 		$103K Sell
191
-10
-5% -$5.08K 0.03% 324
2023
Q4 		$93.1K Sell
201
-17
-8% -$7.73K 0.03% 325
2023
Q3 		$94.8K Hold
218
– – 0.03% 306
2023
Q2 		$93.2K Buy
218
+25
+13% +$9.61K 0.03% 310
2023
Q1 		$68.7K Hold
193
– – 0.03% 346
2022
Q4 		$65.6K Hold
193
– – 0.03% 316
2022
Q3 		$66K Sell
193
-58
-23% -$20.1K 0.03% 319
2022
Q2 		$83K Buy
251
+29
+13% +$9.28K 0.04% 277
2022
Q1 		$68K Hold
222
– – 0.03% 322
2021
Q4 		$55K Hold
222
– – 0.03% 338
2021
Q3 		$44K Sell
222
-53
-19% -$10.6K 0.02% 355
2021
Q2 		$56K Hold
275
– – 0.03% 338
2021
Q1 		$54K Buy
275
+62
+29% +$11.3K 0.04% 264
2020
Q4 		$37K Buy
+213
New +$35.5K 0.03% 292
2020
Q2 		– Sell
-143
Closed -$20K – 404
2020
Q1 		$20K Buy
+143
New +$20.9K 0.02% 321

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

Key Financial Inc's MCK Position: Q1 2026 in Review

Key Financial Inc reduced its McKesson (MCK) stake by 0.36% in Q1 2026, selling an estimated $893 and leaving 273 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #269.

Key Financial Inc first reported a position in MCK in Q1 2020 and has held it in 23 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Key Financial Inc held 273 shares of McKesson worth $236K as of Q1 2026.
  • Key Financial Inc sold 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #269 holding.
  • Key Financial Inc first reported a position in McKesson in Q1 2020 and has held it in 23 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.