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Schear Investment Advisers’s McKesson MCK Stock Holding History

Schear Investment Advisers’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 		$2.28M Buy
3,023
+116
+4% +$92K 0.76% 35
2026
Q1 		$2.52M Buy
2,907
+27
+0.9% +$24.1K 1.11% 30
2025
Q4 		$2.36M Buy
2,880
+281
+11% +$229K 1.02% 34
2025
Q3 		$2.01M Buy
2,599
+26
+1% +$18.3K 0.89% 39
2025
Q2 		$1.89M Buy
2,573
+76
+3% +$53.6K 0.93% 36
2025
Q1 		$1.68M Buy
2,497
+220
+10% +$136K 0.97% 35
2024
Q4 		$1.3M Buy
2,277
+593
+35% +$332K 0.69% 42
2024
Q3 		$833K Sell
1,684
-37
-2% -$20.6K 0.52% 61
2024
Q2 		$1.01M Buy
1,721
+296
+21% +$165K 0.73% 48
2024
Q1 		$765K Buy
1,425
+451
+46% +$229K 0.61% 57
2023
Q4 		$451K Buy
974
+9
+0.9% +$4.09K 0.43% 57
2023
Q3 		$420K Sell
965
-30
-3% -$12.6K 0.45% 61
2023
Q2 		$425K Buy
995
+21
+2% +$8.07K 0.45% 64
2023
Q1 		$347K Buy
974
+1
+0.1% +$361 0.41% 71
2022
Q4 		$365K Buy
+973
New +$363K 0.45% 71

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

Schear Investment Advisers's MCK Position: Q2 2026 in Review

Schear Investment Advisers increased its McKesson (MCK) stake by 4% in Q2 2026, buying an estimated $92K and bringing the position to 3,023 shares worth $2.28M. The position accounts for 0.76% of the portfolio, ranked #35.

Schear Investment Advisers first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.52M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Schear Investment Advisers held 3,023 shares of McKesson worth $2.28M as of Q2 2026.
  • Schear Investment Advisers bought 116 McKesson shares in Q2 2026, an estimated $92K.
  • McKesson made up 0.76% of Schear Investment Advisers's portfolio in Q2 2026, its #35 holding.
  • Schear Investment Advisers first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's McKesson position peaked at $2.52M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.