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LBMC Investment Advisors’s McKesson MCK Stock Holding History

LBMC Investment 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
Q1 		$372K Hold
430
– – 0.02% 177
2025
Q4 		$353K Hold
430
– – 0.02% 168
2025
Q3 		$332K Hold
430
– – 0.02% 183
2025
Q2 		$315K Hold
430
– – 0.02% 167
2025
Q1 		$289K Hold
430
– – 0.02% 163
2024
Q4 		$245K Hold
430
– – 0.02% 174
2024
Q3 		$213K Hold
430
– – 0.02% 183
2024
Q2 		$251K Hold
430
– – 0.02% 158
2024
Q1 		$231K Buy
+430
New +$218K 0.02% 165
2023
Q4 		– Sell
-469
Closed -$206K – 169
2023
Q3 		$206K Sell
469
-38
-7% -$16K 0.02% 154
2023
Q2 		$217K Buy
+507
New +$195K 0.02% 155

Other funds holding MCK

BlackRock
BlackRock New York $5.7T 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 $1.47T 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