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	$2.51M	Sell	2,900 -3,200	-52%	-$2.86M	0.01%	648
2025 Q4	$5M	Hold	6,100	–	–	0.02%	464
2025 Q3	$4.71M	Hold	6,100	–	–	0.01%	458
2025 Q2	$4.47M	Buy	6,100 +2,600	+74%	+$1.83M	0.02%	398
2025 Q1	$2.36M	Hold	3,500	–	–	0.01%	503
2024 Q4	$1.99M	Sell	3,500 -400	-10%	-$224K	0.01%	517
2024 Q3	$1.93M	Buy	3,900 +100	+3%	+$55.7K	0.01%	473
2024 Q2	$2.22M	Buy	3,800 +800	+27%	+$445K	0.01%	428
2024 Q1	$1.61M	Sell	3,000 -200	-6%	-$102K	0.01%	492
2023 Q4	$1.48M	Hold	3,200	–	–	0.01%	490
2023 Q3	$1.39M	Hold	3,200	–	–	0.01%	453
2023 Q2	$1.37M	Buy	+3,200	New	+$1.23M	0.01%	458

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

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.