Loring Wolcott & Coolidge Fiduciary Advisors’s McKesson MCK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$997K	Hold	1,319	–	–	0.01%	180
2026 Q1	$1.14M	Hold	1,319	–	–	0.01%	151
2025 Q4	$1.1M	Hold	1,319	–	–	0.01%	154
2025 Q3	$1.05M	Sell	1,319 -40	-3%	-$28.2K	0.01%	161
2025 Q2	$996K	Hold	1,359	–	–	0.01%	157
2025 Q1	$941K	Sell	1,359 -90	-6%	-$55.6K	0.01%	157
2024 Q4	$876K	Hold	1,449	–	–	0.01%	175
2024 Q3	$732K	Hold	1,449	–	–	0.01%	188
2024 Q2	$846K	Hold	1,449	–	–	0.01%	163
2024 Q1	$764K	Hold	1,449	–	–	0.01%	164
2023 Q4	$724K	Hold	1,449	–	–	0.01%	176
2023 Q3	$649K	Hold	1,449	–	–	0.01%	176
2023 Q2	$619K	Hold	1,449	–	–	0.01%	184
2023 Q1	$516K	Hold	1,449	–	–	0.01%	197
2022 Q4	$544K	Hold	1,449	–	–	0.01%	191
2022 Q3	$492K	Hold	1,449	–	–	0.01%	200
2022 Q2	$473K	Hold	1,449	–	–	0.01%	213
2022 Q1	$444K	Hold	1,449	–	–	﹤0.01%	224
2021 Q4	$360K	Hold	1,449	–	–	﹤0.01%	243
2021 Q3	$289K	Sell	1,449 -37	-2%	-$7.4K	﹤0.01%	262
2021 Q2	$284K	Sell	1,486 -124	-8%	-$24K	﹤0.01%	275
2021 Q1	$314K	Buy	1,610 +37	+2%	+$6.75K	﹤0.01%	250
2020 Q4	$274K	Buy	1,573 +425	+37%	+$70.8K	﹤0.01%	256
2020 Q3	$171K	Hold	1,148	–	–	﹤0.01%	275
2020 Q2	$176K	Hold	1,148	–	–	﹤0.01%	260
2020 Q1	$155K	Sell	1,148 -225	-16%	-$33K	﹤0.01%	254
2019 Q4	$190K	Sell	1,373 -140	-9%	-$19.8K	﹤0.01%	275
2019 Q3	$207K	Hold	1,513	–	–	﹤0.01%	262
2019 Q2	$203K	Hold	1,513	–	–	﹤0.01%	264
2019 Q1	$177K	Buy	1,513 +660	+77%	+$81.5K	﹤0.01%	268
2018 Q4	$94K	Buy	853 +714	+514%	+$89K	﹤0.01%	327
2018 Q3	$18K	Hold	139	–	–	﹤0.01%	504
2018 Q2	$19K	Sell	139 -100	-42%	-$14.6K	﹤0.01%	507
2018 Q1	$34K	Sell	239 -31	-11%	-$4.83K	﹤0.01%	482
2017 Q4	$42K	Hold	270	–	–	﹤0.01%	454
2017 Q3	$41K	Sell	270 -19	-7%	-$2.97K	﹤0.01%	444
2017 Q2	$47K	Sell	289 -50	-15%	-$7.58K	﹤0.01%	424
2017 Q1	$50K	Hold	339	–	–	﹤0.01%	412
2016 Q4	$48K	Sell	339 -100	-23%	-$14.7K	﹤0.01%	393
2016 Q3	$73K	Buy	439 +200	+84%	+$37.3K	﹤0.01%	364
2016 Q2	$45K	Hold	239	–	–	﹤0.01%	406
2016 Q1	$38K	Hold	239	–	–	﹤0.01%	430
2015 Q4	$47K	Hold	239	–	–	﹤0.01%	423
2015 Q3	$54K	Hold	239	–	–	﹤0.01%	411
2015 Q2	$54K	Hold	239	–	–	﹤0.01%	411
2015 Q1	$54K	Hold	239	–	–	﹤0.01%	422
2014 Q4	$50K	Sell	239 -98	-29%	-$19.9K	﹤0.01%	425
2014 Q3	$66K	Hold	337	–	–	﹤0.01%	378
2014 Q2	$63K	Hold	337	–	–	﹤0.01%	408
2014 Q1	$60K	Sell	337 -100	-23%	-$17.5K	﹤0.01%	398
2013 Q4	$71K	Hold	437	–	–	﹤0.01%	362
2013 Q3	$56K	Hold	437	–	–	﹤0.01%	362
2013 Q2	$50K	Buy	+437	New	+$48.6K	﹤0.01%	387

Other funds holding MCK

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MCK Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its McKesson (MCK) position steady in Q2 2026 at 1,319 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #180.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MCK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.14M in Q1 2026. 1,276 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,319 shares of McKesson worth $997K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #180 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in McKesson in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's McKesson position peaked at $1.14M in Q1 2026.
1,276 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.