Lugano Financial Advisors SA (LFA)’s McKesson MCK Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$13K	Hold	15	–	–	0.01%	202
2025 Q4	$12.3K	Hold	15	–	–	0.01%	209
2025 Q3	$11.6K	Hold	15	–	–	0.01%	210
2025 Q2	$11K	Hold	15	–	–	0.01%	210
2025 Q1	$10.1K	Buy	+15	New	+$9.27K	0.01%	181
2021 Q1	–	Sell	-602	Closed	-$105K	–	117
2020 Q4	$105K	Hold	602	–	–	0.08%	75
2020 Q3	$92K	Hold	602	–	–	0.09%	81
2020 Q2	$93K	Hold	602	–	–	0.1%	81
2020 Q1	$86K	Hold	602	–	–	0.08%	95
2019 Q4	$83K	Buy	+602	New	+$85.1K	0.06%	99
2019 Q2	$81K	Hold	602	–	–	0.05%	95
2019 Q1	$70K	Hold	602	–	–	0.04%	100
2018 Q4	$80K	Hold	602	–	–	0.06%	117
2018 Q3	$80K	Hold	602	–	–	0.06%	117
2018 Q2	$80K	Buy	+602	New	+$88K	0.08%	91

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

Lugano Financial Advisors SA (LFA)'s MCK Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its McKesson (MCK) position steady in Q1 2026 at 15 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #202.

Lugano Financial Advisors SA (LFA) first reported a position in MCK in Q2 2018 and has held it in 15 quarters since. The position peaked at $105K in Q4 2020. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 15 shares of McKesson worth $13K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #202 holding.
Lugano Financial Advisors SA (LFA) first reported a position in McKesson in Q2 2018 and has held it in 15 quarters since.
Lugano Financial Advisors SA (LFA)'s McKesson position peaked at $105K in Q4 2020.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.