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Perennial Investment Advisors’s McKesson MCK Stock Holding History

Perennial Investment 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
Q1 		$294K Sell
341
-19
-5% -$17K 0.02% 397
2025
Q4 		$295K Buy
360
+16
+5% +$13.1K 0.02% 381
2025
Q3 		$266K Buy
+344
New +$242K 0.02% 394

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perennial Investment Advisors's MCK Position: Q1 2026 in Review

Perennial Investment Advisors reduced its McKesson (MCK) stake by 5.3% in Q1 2026, selling an estimated $17K and leaving 341 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #397.

Perennial Investment Advisors first reported a position in MCK in Q3 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Perennial Investment Advisors held 341 shares of McKesson worth $294K as of Q1 2026.
  • Perennial Investment Advisors sold 19 McKesson shares in Q1 2026, an estimated $17K.
  • McKesson made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #397 holding.
  • Perennial Investment Advisors first reported a position in McKesson in Q3 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's McKesson position peaked at $295K in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.