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Moody Aldrich Partners’s McKesson MCK Stock Holding History

Moody Aldrich Partners’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 		– Sell
-340
Closed -$294K – 201
2026
Q1 		$294K Buy
340
+7
+2% +$6.25K 0.05% 165
2025
Q4 		$273K Sell
333
-20
-6% -$16.3K 0.05% 162
2025
Q3 		$273K Buy
353
+52
+17% +$36.6K 0.05% 154
2025
Q2 		$221K Sell
301
-154
-34% -$109K 0.04% 169
2025
Q1 		$306K Buy
+455
New +$281K 0.06% 138
2024
Q2 		– Sell
-473
Closed -$254K – 222
2024
Q1 		$254K Sell
473
-1
-0.2% -$508 0.04% 194
2023
Q4 		$219K Sell
474
-50
-10% -$22.7K 0.04% 185
2023
Q3 		$230K Buy
+524
New +$221K 0.04% 182

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Moody Aldrich Partners's MCK Position: Q2 2026 in Review

Moody Aldrich Partners sold out of McKesson (MCK) in Q2 2026, closing a stake of 340 shares — an estimated $294K sold.

Moody Aldrich Partners first reported a position in MCK in Q3 2023 and held it in 8 quarters. The position peaked at $306K in Q1 2025. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Moody Aldrich Partners reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 340 McKesson shares in Q2 2026, an estimated $294K.
  • Moody Aldrich Partners first reported a position in McKesson in Q3 2023 and held it in 8 quarters.
  • Moody Aldrich Partners's McKesson position peaked at $306K in Q1 2025.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.