OF
MCK icon

Optimize Financial’s McKesson MCK Stock Holding History

Optimize Financial’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 		$363K Sell
480
-1
-0.2% -$793 0.13% 230
2026
Q1 		$416K Buy
+481
New +$429K 0.2% 186

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

Optimize Financial's MCK Position: Q2 2026 in Review

Optimize Financial reduced its McKesson (MCK) stake by 0.21% in Q2 2026, selling an estimated $793 and leaving 480 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #230.

Optimize Financial first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $416K in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Optimize Financial held 480 shares of McKesson worth $363K as of Q2 2026.
  • Optimize Financial sold 1 McKesson share in Q2 2026, an estimated $793.
  • McKesson made up 0.13% of Optimize Financial's portfolio in Q2 2026, its #230 holding.
  • Optimize Financial first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's McKesson position peaked at $416K in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.