Money Concepts Capital’s McKesson MCK Stock Holding History

Money Concepts Capital’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	$1.37M	Buy	1,811 +472	+35%	+$374K	0.06%	257
2026 Q1	$1.16M	Buy	1,339 +207	+18%	+$185K	0.06%	271
2025 Q4	$929K	Buy	1,132 +426	+60%	+$348K	0.05%	272
2025 Q3	$545K	Buy	+706	New	+$497K	0.03%	313
2023 Q4	–	Sell	-476	Closed	-$207K	–	399
2023 Q3	$207K	Sell	476 -184	-28%	-$77.5K	0.02%	338
2023 Q2	$282K	Sell	660 -752	-53%	-$289K	0.03%	309
2023 Q1	$503K	Buy	1,412 +439	+45%	+$159K	0.03%	287
2022 Q4	$365K	Buy	973 +235	+32%	+$87.6K	0.02%	506
2022 Q3	$251K	Buy	738 +13	+2%	+$4.51K	0.01%	388
2022 Q2	$239K	Sell	725 -41	-5%	-$13.1K	0.02%	375
2022 Q1	$234K	Buy	+766	New	+$208K	0.01%	668

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 $3.38T AUM 44.17% 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

Money Concepts Capital's MCK Position: Q2 2026 in Review

Money Concepts Capital increased its McKesson (MCK) stake by 35% in Q2 2026, buying an estimated $374K and bringing the position to 1,811 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #257.

Money Concepts Capital first reported a position in MCK in Q1 2022 and has held it in 11 quarters since. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Money Concepts Capital held 1,811 shares of McKesson worth $1.37M as of Q2 2026.
Money Concepts Capital bought 472 McKesson shares in Q2 2026, an estimated $374K.
McKesson made up 0.06% of Money Concepts Capital's portfolio in Q2 2026, its #257 holding.
Money Concepts Capital first reported a position in McKesson in Q1 2022 and has held it in 11 quarters since.
2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.