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Principal Securities’s McKesson MCK Stock Holding History

Principal Securities’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 		$3.66M Sell
4,845
-1,201
-20% -$952K 0.04% 359
2026
Q1 		$5.23M Buy
6,046
+344
+6% +$307K 0.08% 255
2025
Q4 		$4.68M Buy
5,702
+50
+0.9% +$40.8K 0.07% 257
2025
Q3 		$4.37M Buy
5,652
+98
+2% +$69K 0.07% 257
2025
Q2 		$4.07M Buy
5,554
+665
+14% +$469K 0.08% 253
2025
Q1 		$2.79M Hold
4,889
– – 0.06% 281
2024
Q4 		$2.79M Buy
4,889
+482
+11% +$270K 0.06% 280
2024
Q3 		$2.18M Buy
4,407
+698
+19% +$389K 0.05% 316
2024
Q2 		$2.17M Buy
3,709
+374
+11% +$208K 0.06% 286
2024
Q1 		$1.79M Buy
3,335
+273
+9% +$139K 0.06% 299
2023
Q4 		$1.42M Buy
+3,062
New +$1.39M 0.05% 321

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

Principal Securities's MCK Position: Q2 2026 in Review

Principal Securities reduced its McKesson (MCK) stake by 20% in Q2 2026, selling an estimated $952K and leaving 4,845 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #359.

Principal Securities first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.23M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Principal Securities held 4,845 shares of McKesson worth $3.66M as of Q2 2026.
  • Principal Securities sold 1,201 McKesson shares in Q2 2026, an estimated $952K.
  • McKesson made up 0.04% of Principal Securities's portfolio in Q2 2026, its #359 holding.
  • Principal Securities first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's McKesson position peaked at $5.23M in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.