Regal Investment Advisors’s McKesson MCK Stock Holding History

Regal 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	$205K	Buy	+237	New	+$212K	0.01%	629
2019 Q3	–	Sell	-13,116	Closed	-$1.76M	–	329
2019 Q2	$1.76M	Buy	13,116 +16	+0.1%	+$2K	0.34%	96
2019 Q1	$1.53M	Buy	13,100 +953	+8%	+$118K	0.31%	103
2018 Q4	$1.34M	Buy	12,147 +604	+5%	+$75.3K	0.29%	100
2018 Q3	$1.53M	Buy	11,543 +1,993	+21%	+$260K	0.32%	99
2018 Q2	$1.27M	Sell	9,550 -1,910	-17%	-$279K	0.39%	92
2018 Q1	$1.61M	Sell	11,460 -445	-4%	-$69.3K	0.36%	92
2017 Q4	$1.86M	Buy	11,905 +102	+0.9%	+$15.1K	0.41%	84
2017 Q3	$1.81M	Sell	11,803 -1,625	-12%	-$254K	0.42%	83
2017 Q2	$2.21M	Sell	13,428 -2,015	-13%	-$305K	0.55%	66
2017 Q1	$2.29M	Sell	15,443 -1,751	-10%	-$256K	0.6%	58
2016 Q4	$2.42M	Sell	17,194 -611	-3%	-$89.9K	0.67%	55
2016 Q3	$2.97M	Sell	17,805 -1,214	-6%	-$226K	0.84%	38
2016 Q2	$3.55M	Buy	+19,019	New	+$3.34M	0.98%	24

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Regal Investment Advisors opened a new position in McKesson (MCK) in Q1 2026: 237 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in MCK as recently as Q2 2019.

Regal Investment Advisors first reported a position in MCK in Q2 2016 and has held it in 14 quarters since. The position peaked at $3.55M in Q2 2016. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Regal Investment Advisors held 237 shares of McKesson worth $205K as of Q1 2026.
McKesson was a new Regal Investment Advisors position in Q1 2026.
McKesson made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #629 holding.
Regal Investment Advisors first reported a position in McKesson in Q2 2016 and has held it in 14 quarters since.
Regal Investment Advisors's McKesson position peaked at $3.55M in Q2 2016.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.