SMA
MCK icon

Sage Mountain Advisors’s McKesson MCK Stock Holding History

Sage Mountain 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 		– Sell
-1,205
Closed -$988K – 455
2025
Q4 		$988K Sell
1,205
-19
-2% -$15.5K 0.05% 163
2025
Q3 		$945K Sell
1,224
-160
-12% -$113K 0.05% 168
2025
Q2 		$1.01M Buy
1,384
+141
+11% +$99.5K 0.07% 141
2025
Q1 		$837K Sell
1,243
-102
-8% -$63.1K 0.06% 148
2024
Q4 		$766K Buy
1,345
+685
+104% +$384K 0.06% 154
2024
Q3 		$326K Sell
660
-106
-14% -$59K 0.03% 273
2024
Q2 		$447K Buy
766
+56
+8% +$31.2K 0.04% 191
2024
Q1 		$381K Buy
710
+35
+5% +$17.8K 0.04% 202
2023
Q4 		$313K Buy
675
+3
+0.4% +$1.36K 0.04% 194
2023
Q3 		$292K Buy
672
+11
+2% +$4.64K 0.04% 187
2023
Q2 		$282K Buy
+661
New +$254K 0.04% 188

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 $298B AUM 21.96% 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

Sage Mountain Advisors's MCK Position: Q1 2026 in Review

Sage Mountain Advisors sold out of McKesson (MCK) in Q1 2026, closing a stake of 1,205 shares — an estimated $988K sold.

Sage Mountain Advisors first reported a position in MCK in Q2 2023 and held it in 11 quarters. The position peaked at $1.01M in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Sage Mountain Advisors reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,205 McKesson shares in Q1 2026, an estimated $988K.
  • Sage Mountain Advisors first reported a position in McKesson in Q2 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's McKesson position peaked at $1.01M in Q2 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.