McLean Asset Management’s McKesson MCK Stock Holding History

McLean 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	$420K	Sell	490 -2	-0.4%	-$1.59K	0.06%	117
2026 Q1	$426K	Buy	492 +1	+0.2%	+$893	0.07%	106
2025 Q4	$409K	Buy	491 +1	+0.2%	+$816	0.07%	105
2025 Q3	$363K	Sell	490 -2	-0.4%	-$1.41K	0.07%	109
2025 Q2	$347K	Buy	492 +11	+2%	+$7.76K	0.09%	110
2025 Q1	$314K	Buy	481 +9	+2%	+$5.56K	0.1%	100
2024 Q4	$269K	Hold	472	–	–	0.08%	126
2024 Q3	$229K	Buy	472 +2	+0.4%	+$1.11K	0.07%	148
2024 Q2	$276K	Buy	470 +7	+2%	+$3.9K	0.09%	119
2024 Q1	$244K	Buy	463 +2	+0.4%	+$1.01K	0.08%	131
2023 Q4	$220K	Sell	461 -15	-3%	-$6.82K	0.08%	132
2023 Q3	$216K	Buy	+476	New	+$201K	0.09%	121

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

McLean Asset Management's MCK Position: Q2 2026 in Review

McLean Asset Management reduced its McKesson (MCK) stake by 0.41% in Q2 2026, selling an estimated $1.59K and leaving 490 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #117.

McLean Asset Management first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $426K in Q1 2026. 2,015 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

McLean Asset Management held 490 shares of McKesson worth $420K as of Q2 2026.
McLean Asset Management sold 2 McKesson shares in Q2 2026, an estimated $1.59K.
McKesson made up 0.06% of McLean Asset Management's portfolio in Q2 2026, its #117 holding.
McLean Asset Management first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
McLean Asset Management's McKesson position peaked at $426K in Q1 2026.
2,015 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.