LGT Financial Advisors’s McKesson MCK Stock Holding History

LGT Financial 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	$12.3K	Sell	14 -3	-18%	-$2.68K	0.06%	121
2025 Q4	$14.1K	Hold	17	–	–	0.09%	117
2025 Q3	$13.3K	Hold	17	–	–	0.03%	214
2025 Q2	$12.6K	Buy	17 +6	+55%	+$4.23K	0.03%	189
2025 Q1	$7.52K	Sell	11 -77	-88%	-$47.6K	0.02%	188
2024 Q4	$50.2K	Sell	88 -2	-2%	-$1.12K	0.11%	147
2024 Q3	$44.6K	Sell	90 -72	-44%	-$40.1K	0.11%	139
2024 Q2	$94.7K	Sell	162 -540	-77%	-$301K	0.2%	87
2024 Q1	$377K	Sell	702 -54	-7%	-$27.4K	0.44%	44
2023 Q4	$350K	Buy	756 +105	+16%	+$47.7K	0.43%	49
2023 Q3	$283K	Sell	651 -185	-22%	-$78K	0.36%	61
2023 Q2	$357K	Sell	836 -22	-3%	-$8.46K	0.38%	76
2023 Q1	$306K	Sell	858 -62	-7%	-$22.4K	0.57%	51
2022 Q4	$345K	Buy	+920	New	+$343K	0.41%	50

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

LGT Financial Advisors's MCK Position: Q1 2026 in Review

LGT Financial Advisors reduced its McKesson (MCK) stake by 18% in Q1 2026, selling an estimated $2.68K and leaving 14 shares worth $12.3K. The position accounts for 0.06% of the portfolio, ranked #121.

LGT Financial Advisors first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $377K in Q1 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

LGT Financial Advisors held 14 shares of McKesson worth $12.3K as of Q1 2026.
LGT Financial Advisors sold 3 McKesson shares in Q1 2026, an estimated $2.68K.
McKesson made up 0.06% of LGT Financial Advisors's portfolio in Q1 2026, its #121 holding.
LGT Financial Advisors first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
LGT Financial Advisors's McKesson position peaked at $377K in Q1 2024.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.