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 Q2	$325K	Hold	430	–	–	0.02%	195
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LBMC Investment Advisors's MCK Position: Q2 2026 in Review

LBMC Investment Advisors held its McKesson (MCK) position steady in Q2 2026 at 430 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #195.

LBMC Investment Advisors first reported a position in MCK in Q2 2023 and has held it in 12 quarters since. The position peaked at $372K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

LBMC Investment Advisors held 430 shares of McKesson worth $325K as of Q2 2026.
LBMC Investment Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #195 holding.
LBMC Investment Advisors first reported a position in McKesson in Q2 2023 and has held it in 12 quarters since.
LBMC Investment Advisors's McKesson position peaked at $372K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.