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Lebenthal Global Advisors’s McKesson MCK Stock Holding History

Lebenthal Global 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 		$858K Buy
1,135
+130
+13% +$103K 0.12% 132
2026
Q1 		$869K Buy
1,005
+264
+36% +$236K 0.13% 123
2025
Q4 		$608K Buy
741
+369
+99% +$301K 0.09% 134
2025
Q3 		$287K Buy
+372
New +$262K 0.05% 177
2024
Q4 		– Sell
-3,774
Closed -$1.87M – 204
2024
Q3 		$1.87M Buy
3,774
+220
+6% +$123K 0.38% 35
2024
Q2 		$2.08M Buy
3,554
+344
+11% +$192K 0.45% 30
2024
Q1 		$1.72M Buy
3,210
+127
+4% +$64.5K 0.38% 34
2023
Q4 		$1.43M Buy
3,083
+1,450
+89% +$659K 0.33% 36
2023
Q3 		$710K Buy
1,633
+128
+9% +$53.9K 0.21% 54
2023
Q2 		$643K Buy
1,505
+40
+3% +$15.4K 0.19% 54
2023
Q1 		$522K Sell
1,465
-46
-3% -$16.6K 0.16% 69
2022
Q4 		$567K Buy
+1,511
New +$564K 0.19% 62

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

Lebenthal Global Advisors's MCK Position: Q2 2026 in Review

Lebenthal Global Advisors increased its McKesson (MCK) stake by 13% in Q2 2026, buying an estimated $103K and bringing the position to 1,135 shares worth $858K. The position accounts for 0.12% of the portfolio, ranked #132.

Lebenthal Global Advisors first reported a position in MCK in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.08M in Q2 2024. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Lebenthal Global Advisors held 1,135 shares of McKesson worth $858K as of Q2 2026.
  • Lebenthal Global Advisors bought 130 McKesson shares in Q2 2026, an estimated $103K.
  • McKesson made up 0.12% of Lebenthal Global Advisors's portfolio in Q2 2026, its #132 holding.
  • Lebenthal Global Advisors first reported a position in McKesson in Q4 2022 and has held it in 12 quarters since.
  • Lebenthal Global Advisors's McKesson position peaked at $2.08M in Q2 2024.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.