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Scholtz & Company’s McKesson MCK Stock Holding History

Scholtz & Company’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 		$4.89M Buy
+6,473
New +$5.13M 2.44% 16
2024
Q3 		– Sell
-1,675
Closed -$978K – 54
2024
Q2 		$978K Sell
1,675
-725
-30% -$404K 0.42% 34
2024
Q1 		$1.29M Sell
2,400
-50
-2% -$25.4K 0.57% 32
2023
Q4 		$1.13M Buy
+2,450
New +$1.11M 0.56% 35

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

Scholtz & Company's MCK Position: Q2 2026 in Review

Scholtz & Company opened a new position in McKesson (MCK) in Q2 2026: 6,473 shares worth $4.89M. The stake represents 2.44% of the portfolio and ranks #16 among its holdings. This is a return to the name: Scholtz & Company previously reported a position in MCK as recently as Q2 2024.

Scholtz & Company first reported a position in MCK in Q4 2023 and has held it in 4 quarters since. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Scholtz & Company held 6,473 shares of McKesson worth $4.89M as of Q2 2026.
  • McKesson was a new Scholtz & Company position in Q2 2026.
  • McKesson made up 2.44% of Scholtz & Company's portfolio in Q2 2026, its #16 holding.
  • Scholtz & Company first reported a position in McKesson in Q4 2023 and has held it in 4 quarters since.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.