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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Lebenthal Global Advisors's MCK Position: Q1 2026 in Review

Lebenthal Global Advisors increased its McKesson (MCK) stake by 36% in Q1 2026, buying an estimated $236K and bringing the position to 1,005 shares worth $869K. The position accounts for 0.13% of the portfolio, ranked #123.

Lebenthal Global Advisors first reported a position in MCK in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.08M in Q2 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Lebenthal Global Advisors held 1,005 shares of McKesson worth $869K as of Q1 2026.
Lebenthal Global Advisors bought 264 McKesson shares in Q1 2026, an estimated $236K.
McKesson made up 0.13% of Lebenthal Global Advisors's portfolio in Q1 2026, its #123 holding.
Lebenthal Global Advisors first reported a position in McKesson in Q4 2022 and has held it in 11 quarters since.
Lebenthal Global Advisors's McKesson position peaked at $2.08M in Q2 2024.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.