Lido Advisors
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Lido Advisors’s McKesson MCK Stock Holding History

Lido 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 		$52.9M Sell
61,050
-4,254
-7% -$3.8M 0.16% 90
2025
Q4 		$50.7M Buy
65,304
+291
+0.4% +$237K 0.15% 90
2025
Q3 		$50.3M Buy
65,013
+1,533
+2% +$1.08M 0.16% 85
2025
Q2 		$46.6M Buy
63,480
+1,868
+3% +$1.32M 0.18% 76
2025
Q1 		$41.5M Buy
61,612
+2,531
+4% +$1.56M 0.19% 75
2024
Q4 		$33.7M Buy
59,081
+4,489
+8% +$2.51M 0.15% 85
2024
Q3 		$27M Buy
54,592
+2,276
+4% +$1.27M 0.13% 81
2024
Q2 		$30.6M Buy
52,316
+7,465
+17% +$4.16M 0.17% 61
2024
Q1 		$24.1M Buy
44,851
+1,560
+4% +$792K 0.14% 76
2023
Q4 		$20.1M Buy
43,291
+4,676
+12% +$2.13M 0.14% 82
2023
Q3 		$16.8M Buy
38,615
+1,949
+5% +$821K 0.13% 91
2023
Q2 		$15.7M Sell
36,666
-2,814
-7% -$1.08M 0.11% 99
2023
Q1 		$14.1M Buy
39,480
+2,724
+7% +$984K 0.14% 89
2022
Q4 		$13.8M Sell
36,756
-1,628
-4% -$607K 0.17% 72
2022
Q3 		$13M Sell
38,384
-5,019
-12% -$1.74M 0.16% 62
2022
Q2 		$14.2M Sell
43,403
-16,529
-28% -$5.29M 0.19% 59
2022
Q1 		$18.3M Buy
59,932
+3,140
+6% +$854K 0.2% 52
2021
Q4 		$14.1M Buy
56,792
+5,699
+11% +$1.25M 0.15% 78
2021
Q3 		$10.2M Buy
51,093
+3,968
+8% +$793K 0.14% 81
2021
Q2 		$9.03M Buy
47,125
+2,483
+6% +$480K 0.13% 101
2021
Q1 		$8.72M Buy
44,642
+4,437
+11% +$810K 0.15% 94
2020
Q4 		$7.01M Buy
40,205
+5,518
+16% +$919K 0.15% 87
2020
Q3 		$5.18M Buy
34,687
+4,524
+15% +$687K 0.13% 94
2020
Q2 		$4.64M Buy
+30,163
New +$4.36M 0.14% 97

Other funds holding MCK

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Lido Advisors's MCK Position: Q1 2026 in Review

Lido Advisors reduced its McKesson (MCK) stake by 6.5% in Q1 2026, selling an estimated $3.8M and leaving 61,050 shares worth $52.9M. The position accounts for 0.16% of the portfolio, ranked #90.

Lido Advisors first reported a position in MCK in Q2 2020 and has held it in 24 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Lido Advisors held 61,050 shares of McKesson worth $52.9M as of Q1 2026.
  • Lido Advisors sold 4,254 McKesson shares in Q1 2026, an estimated $3.8M.
  • McKesson made up 0.16% of Lido Advisors's portfolio in Q1 2026, its #90 holding.
  • Lido Advisors first reported a position in McKesson in Q2 2020 and has held it in 24 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.