Lodestar Private Asset Management’s McKesson MCK Stock Holding History

Lodestar Private Asset Management’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	–	Sell	-520	Closed	-$450K	–	240
2026 Q1	$450K	Hold	520	–	–	0.04%	160
2025 Q4	$427K	Sell	520 -63	-11%	-$51.4K	0.04%	161
2025 Q3	$450K	Hold	583	–	–	0.05%	158
2025 Q2	$427K	Sell	583 -50	-8%	-$35.3K	0.05%	156
2025 Q1	$426K	Hold	633	–	–	0.05%	151
2024 Q4	$361K	Hold	633	–	–	0.05%	162
2024 Q3	$313K	Hold	633	–	–	0.04%	175
2024 Q2	$370K	Hold	633	–	–	0.05%	158
2024 Q1	$340K	Sell	633 -10	-2%	-$5.08K	0.05%	163
2023 Q4	$298K	Hold	643	–	–	0.05%	167
2023 Q3	$280K	Sell	643 -56	-8%	-$23.6K	0.05%	161
2023 Q2	$299K	Hold	699	–	–	0.05%	163
2023 Q1	$249K	Hold	699	–	–	0.04%	170
2022 Q4	$262K	Buy	+699	New	+$261K	0.05%	167

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lodestar Private Asset Management's MCK Position: Q2 2026 in Review

Lodestar Private Asset Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 520 shares — an estimated $450K sold.

Lodestar Private Asset Management first reported a position in MCK in Q4 2022 and held it in 14 quarters. The position peaked at $450K in Q3 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Lodestar Private Asset Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Lodestar Private Asset Management sold 520 McKesson shares in Q2 2026, an estimated $450K.
Lodestar Private Asset Management first reported a position in McKesson in Q4 2022 and held it in 14 quarters.
Lodestar Private Asset Management's McKesson position peaked at $450K in Q3 2025.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.