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Naples Global Advisors’s McKesson MCK Stock Holding History

Naples Global 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
Q2 		$200K Sell
265
-4
-1% -$3.17K 0.01% 463
2026
Q1 		$233K Buy
269
+15
+6% +$13.4K 0.02% 419
2025
Q4 		$209K Buy
+254
New +$207K 0.02% 428
2016
Q2 		– Sell
-1,298
Closed -$204K – 249
2016
Q1 		$204K Buy
+1,298
New +$210K 0.09% 245

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

Naples Global Advisors's MCK Position: Q2 2026 in Review

Naples Global Advisors reduced its McKesson (MCK) stake by 1.5% in Q2 2026, selling an estimated $3.17K and leaving 265 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #463.

Naples Global Advisors first reported a position in MCK in Q1 2016 and has held it in 4 quarters since. The position peaked at $233K in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Naples Global Advisors held 265 shares of McKesson worth $200K as of Q2 2026.
  • Naples Global Advisors sold 4 McKesson shares in Q2 2026, an estimated $3.17K.
  • McKesson made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #463 holding.
  • Naples Global Advisors first reported a position in McKesson in Q1 2016 and has held it in 4 quarters since.
  • Naples Global Advisors's McKesson position peaked at $233K in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.