Keystone Financial Services (Colorado)’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.37M Buy
1,578
+110
+7% +$98.2K 0.4% 34
2025
Q4
$1.2M Sell
1,468
-32
-2% -$26.1K 0.36% 38
2025
Q3
$1.16M Buy
1,500
+73
+5% +$51.4K 0.36% 35
2025
Q2
$1.05M Buy
1,427
+23
+2% +$16.2K 0.36% 34
2025
Q1
$945K Buy
1,404
+17
+1% +$10.5K 0.36% 35
2024
Q4
$791K Buy
1,387
+37
+3% +$20.7K 0.3% 40
2024
Q3
$668K Buy
1,350
+87
+7% +$48.4K 0.26% 45
2024
Q2
$738K Buy
1,263
+107
+9% +$59.6K 0.31% 39
2024
Q1
$621K Sell
1,156
-36
-3% -$18.3K 0.27% 42
2023
Q4
$552K Buy
1,192
+24
+2% +$10.9K 0.26% 45
2023
Q3
$508K Sell
1,168
-469
-29% -$198K 0.27% 43
2023
Q2
$700K Sell
1,637
-38
-2% -$14.6K 0.36% 28
2023
Q1
$596K Buy
1,675
+25
+2% +$9.03K 0.32% 34
2022
Q4
$625K Buy
1,650
+42
+3% +$15.7K 0.34% 34
2022
Q3
$623K Sell
1,608
-676
-30% -$235K 0.36% 32
2022
Q2
$765K Sell
2,284
-39
-2% -$12.5K 0.42% 29
2022
Q1
$758K Buy
2,323
+33
+1% +$8.97K 0.44% 26
2021
Q4
$570K Buy
+2,290
New +$503K 0.29% 37

Other funds holding MCK

Keystone Financial Services (Colorado)'s MCK Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its McKesson (MCK) stake by 7.5% in Q1 2026, buying an estimated $98.2K and bringing the position to 1,578 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #34.

Keystone Financial Services (Colorado) first reported a position in MCK in Q4 2021 and has held it in 18 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Keystone Financial Services (Colorado) held 1,578 shares of McKesson worth $1.37M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 110 McKesson shares in Q1 2026, an estimated $98.2K.
  • McKesson made up 0.4% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #34 holding.
  • Keystone Financial Services (Colorado) first reported a position in McKesson in Q4 2021 and has held it in 18 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.