Occidental Asset Management’s McKesson MCK Stock Holding History

Occidental Asset Management’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	-507	Closed	-$439K	–	337
2026 Q1	$439K	Buy	507 +138	+37%	+$123K	0.05%	178
2025 Q4	$303K	Buy	369 +9	+3%	+$7.34K	0.04%	210
2025 Q3	$278K	Buy	360 +43	+14%	+$30.3K	0.03%	213
2025 Q2	$232K	Buy	317 +11	+4%	+$7.76K	0.03%	235
2025 Q1	$206K	Buy	+306	New	+$189K	0.03%	236
2019 Q3	–	Sell	-5,764	Closed	-$775K	–	151
2019 Q2	$775K	Buy	5,764 +1,333	+30%	+$166K	0.35%	62
2019 Q1	$519K	Buy	4,431 +1,025	+30%	+$127K	0.25%	85
2018 Q4	$376K	Buy	3,406 +326	+11%	+$40.7K	0.21%	92
2018 Q3	$409K	Buy	+3,080	New	+$402K	0.2%	101

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 $3.37T AUM 44.26% 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

Occidental Asset Management's MCK Position: Q2 2026 in Review

Occidental Asset Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 507 shares — an estimated $439K sold.

Occidental Asset Management first reported a position in MCK in Q3 2018 and held it in 9 quarters. The position peaked at $775K in Q2 2019. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Occidental Asset Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Occidental Asset Management sold 507 McKesson shares in Q2 2026, an estimated $439K.
Occidental Asset Management first reported a position in McKesson in Q3 2018 and held it in 9 quarters.
Occidental Asset Management's McKesson position peaked at $775K in Q2 2019.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.