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LM Advisors’s McKesson MCK Stock Holding History

LM 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 		$405K Buy
541
+72
+15% +$57.1K 0.05% 168
2026
Q1 		$542 Buy
469
+25
+6% +$22.3K 0.01% 206
2025
Q4 		$541 Sell
444
-136
-23% -$111K 0.01% 206
2025
Q3 		$448K Hold
580
– – 0.06% 141
2025
Q2 		$425K Buy
+580
New +$409K 0.05% 135
2024
Q1 		– Sell
-70
Closed -$32.4K – 519
2023
Q4 		$32.4K Buy
+70
New +$31.8K 0.01% 378

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

LM Advisors's MCK Position: Q2 2026 in Review

LM Advisors increased its McKesson (MCK) stake by 15% in Q2 2026, buying an estimated $57.1K and bringing the position to 541 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #168.

LM Advisors first reported a position in MCK in Q4 2023 and has held it in 6 quarters since. The position peaked at $448K in Q3 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • LM Advisors held 541 shares of McKesson worth $405K as of Q2 2026.
  • LM Advisors bought 72 McKesson shares in Q2 2026, an estimated $57.1K.
  • McKesson made up 0.05% of LM Advisors's portfolio in Q2 2026, its #168 holding.
  • LM Advisors first reported a position in McKesson in Q4 2023 and has held it in 6 quarters since.
  • LM Advisors's McKesson position peaked at $448K in Q3 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.