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Moneta Group Investment Advisors’s McKesson MCK Stock Holding History

Moneta Group Investment 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
Q1 		$986K Buy
1,139
+54
+5% +$48.2K 0.01% 363
2025
Q4 		$890K Buy
1,085
+64
+6% +$52.2K 0.01% 379
2025
Q3 		$789K Sell
1,021
-404
-28% -$285K 0.01% 400
2025
Q2 		$1.04M Buy
1,425
+406
+40% +$287K 0.01% 302
2025
Q1 		$686K Sell
1,019
-88
-8% -$54.4K 0.01% 350
2024
Q4 		$631K Buy
1,107
+174
+19% +$97.4K 0.01% 359
2024
Q3 		$461K Buy
933
+3
+0.3% +$1.67K 0.01% 425
2024
Q2 		$543K Sell
930
-6
-0.6% -$3.34K 0.01% 372
2024
Q1 		$502K Sell
936
-20
-2% -$10.2K 0.01% 375
2023
Q4 		$443K Buy
956
+161
+20% +$73.2K 0.01% 362
2023
Q3 		$346K Sell
795
-6
-0.7% -$2.53K 0.01% 378
2023
Q2 		$342K Buy
801
+6
+0.8% +$2.31K 0.01% 407
2023
Q1 		$283K Buy
795
+191
+32% +$69K 0.01% 424
2022
Q4 		$229K Sell
604
-29
-5% -$10.8K 0.01% 414
2022
Q3 		$215K Sell
633
-23
-4% -$7.98K 0.01% 404
2022
Q2 		$214K Buy
+656
New +$210K 0.01% 433
2018
Q2 		– Sell
-50
Closed -$7K – 543
2018
Q1 		$7K Buy
+50
New +$7.79K ﹤0.01% 492
2015
Q4 		– Sell
-111
Closed -$21K – 305
2015
Q3 		$21K Buy
+111
New +$23.5K 0.01% 317
2015
Q2 		– Sell
-4,000
Closed -$905K – 145
2015
Q1 		$905K Hold
4,000
– – 0.39% 40
2014
Q4 		$830K Hold
4,000
– – 0.4% 39
2014
Q3 		$779K Hold
4,000
– – 0.41% 40
2014
Q2 		$745K Hold
4,000
– – 0.4% 41
2014
Q1 		$706K Hold
4,000
– – 0.42% 38
2013
Q4 		$646K Hold
4,000
– – 0.39% 44
2013
Q3 		$513K Buy
4,000
+1,085
+37% +$133K 0.34% 56
2013
Q2 		$334K Buy
+2,915
New +$324K 0.24% 77

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's MCK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its McKesson (MCK) stake by 5% in Q1 2026, buying an estimated $48.2K and bringing the position to 1,139 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #363.

Moneta Group Investment Advisors first reported a position in MCK in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.04M in Q2 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Moneta Group Investment Advisors held 1,139 shares of McKesson worth $986K as of Q1 2026.
  • Moneta Group Investment Advisors bought 54 McKesson shares in Q1 2026, an estimated $48.2K.
  • McKesson made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #363 holding.
  • Moneta Group Investment Advisors first reported a position in McKesson in Q2 2013 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's McKesson position peaked at $1.04M in Q2 2025.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.