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

Keystone Financial Services (Colorado)’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 		$1.16M Sell
1,540
-38
-2% -$30.1K 0.3% 43
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

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

Keystone Financial Services (Colorado)'s MCK Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its McKesson (MCK) stake by 2.4% in Q2 2026, selling an estimated $30.1K and leaving 1,540 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #43.

Keystone Financial Services (Colorado) first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Keystone Financial Services (Colorado) held 1,540 shares of McKesson worth $1.16M as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 38 McKesson shares in Q2 2026, an estimated $30.1K.
  • McKesson made up 0.3% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #43 holding.
  • Keystone Financial Services (Colorado) first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s McKesson position peaked at $1.37M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.