Montecito Bank & Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.32M | Buy |
1,751
+5
| +0.3% | +$3.96K | 0.2% | 115 |
|
|
2026
Q1 | $1.51M | Sell |
1,746
-150
| -8% | -$134K | 0.25% | 94 |
|
|
2025
Q4 | $1.56M | Sell |
1,896
-19
| -1% | -$15.5K | 0.25% | 95 |
|
|
2025
Q3 | $1.48M | Buy |
+1,915
| New | +$1.35M | 0.23% | 99 |
|
|
2025
Q1 | $1.46M | Sell |
2,165
-86
| -4% | -$53.2K | 0.26% | 88 |
|
|
2024
Q4 | $1.28M | Sell |
2,251
-448
| -17% | -$251K | 0.22% | 102 |
|
|
2024
Q3 | $1.33M | Buy |
2,699
+147
| +6% | +$81.9K | 0.23% | 100 |
|
|
2024
Q2 | $1.49M | Sell |
2,552
-75
| -3% | -$41.8K | 0.3% | 73 |
|
|
2024
Q1 | $1.41M | Sell |
2,627
-528
| -17% | -$268K | 0.28% | 82 |
|
|
2023
Q4 | $1.46M | Buy |
3,155
+15
| +0.5% | +$6.82K | 0.31% | 70 |
|
|
2023
Q3 | $1.37M | Buy |
3,140
+277
| +10% | +$117K | 0.32% | 72 |
|
|
2023
Q2 | $1.22M | Sell |
2,863
-268
| -9% | -$103K | 0.28% | 94 |
|
|
2023
Q1 | $1.11M | Sell |
3,131
-63
| -2% | -$22.8K | 0.27% | 94 |
|
|
2022
Q4 | $1.2M | Sell |
3,194
-39
| -1% | -$14.5K | 0.29% | 88 |
|
|
2022
Q3 | $1.1M | Sell |
3,233
-178
| -5% | -$61.8K | 0.29% | 88 |
|
|
2022
Q2 | $1.11M | Sell |
3,411
-74
| -2% | -$23.7K | 0.26% | 94 |
|
|
2022
Q1 | $1.07M | Sell |
3,485
-75
| -2% | -$20.4K | 0.2% | 112 |
|
|
2021
Q4 | $885K | Sell |
3,560
-53
| -1% | -$11.6K | 0.16% | 134 |
|
|
2021
Q3 | $721K | Sell |
3,613
-587
| -14% | -$117K | 0.14% | 140 |
|
|
2021
Q2 | $803K | Buy |
4,200
+540
| +15% | +$104K | 0.15% | 132 |
|
|
2021
Q1 | $714K | Sell |
3,660
-23
| -0.6% | -$4.2K | 0.15% | 134 |
|
|
2020
Q4 | $640K | Buy |
3,683
+442
| +14% | +$73.6K | 0.14% | 128 |
|
|
2020
Q3 | $483K | Sell |
3,241
-76
| -2% | -$11.5K | 0.12% | 141 |
|
|
2020
Q2 | $509K | Sell |
3,317
-155
| -4% | -$22.4K | 0.14% | 134 |
|
|
2020
Q1 | $469K | Buy |
3,472
+59
| +2% | +$8.64K | 0.15% | 122 |
|
|
2019
Q4 | $472K | Buy |
3,413
+293
| +9% | +$41.4K | 0.13% | 150 |
|
|
2019
Q3 | $426K | Sell |
3,120
-601
| -16% | -$85.2K | 0.13% | 152 |
|
|
2019
Q2 | $501K | Sell |
3,721
-166
| -4% | -$20.7K | 0.15% | 129 |
|
|
2019
Q1 | $455K | Buy |
3,887
+24
| +0.6% | +$2.96K | 0.14% | 136 |
|
|
2018
Q4 | $426K | Buy |
3,863
+71
| +2% | +$8.85K | 0.15% | 130 |
|
|
2018
Q3 | $503K | Buy |
3,792
+1,034
| +37% | +$135K | 0.15% | 135 |
|
|
2018
Q2 | $368K | Sell |
2,758
-40
| -1% | -$5.85K | 0.12% | 147 |
|
|
2018
Q1 | $394K | Buy |
2,798
+157
| +6% | +$24.5K | 0.13% | 133 |
|
|
2017
Q4 | $412K | Buy |
2,641
+153
| +6% | +$22.7K | 0.13% | 127 |
|
|
2017
Q3 | $382K | Buy |
2,488
+467
| +23% | +$72.9K | 0.13% | 125 |
|
|
2017
Q2 | $333K | Sell |
2,021
-99
| -5% | -$15K | 0.12% | 131 |
|
|
2017
Q1 | $314K | Buy |
2,120
+252
| +13% | +$36.9K | 0.11% | 138 |
|
|
2016
Q4 | $262K | Buy |
1,868
+401
| +27% | +$59K | 0.09% | 145 |
|
|
2016
Q3 | $245K | Buy |
+1,467
| New | +$273K | 0.1% | 148 |
|
|
2015
Q1 | – | Sell |
-1,026
| Closed | -$213K | – | 162 |
|
|
2014
Q4 | $213K | Buy |
+1,026
| New | +$208K | 0.11% | 152 |
|
Other funds holding MCK
Montecito Bank & Trust's MCK Position: Q2 2026 in Review
Montecito Bank & Trust increased its McKesson (MCK) stake by 0.29% in Q2 2026, buying an estimated $3.96K and bringing the position to 1,751 shares worth $1.32M. The position accounts for 0.2% of the portfolio, ranked #115.
Montecito Bank & Trust first reported a position in MCK in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.56M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Montecito Bank & Trust held 1,751 shares of McKesson worth $1.32M as of Q2 2026.
- Montecito Bank & Trust bought 5 McKesson shares in Q2 2026, an estimated $3.96K.
- McKesson made up 0.2% of Montecito Bank & Trust's portfolio in Q2 2026, its #115 holding.
- Montecito Bank & Trust first reported a position in McKesson in Q4 2014 and has held it in 40 quarters since.
- Montecito Bank & Trust's McKesson position peaked at $1.56M in Q4 2025.
- 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.