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SGL Investment Advisors’s McKesson MCK Stock Holding History

SGL 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
Q2 		$266K Hold
302
– – 0.09% 128
2026
Q1 		$219K Hold
302
– – 0.08% 126
2025
Q4 		$289K Hold
302
– – 0.12% 116
2025
Q3 		$248K Hold
302
– – 0.1% 116
2025
Q2 		$219K Sell
302
-972
-76% -$686K 0.1% 117
2025
Q1 		$879K Buy
1,274
+10
+0.8% +$6.18K 0.45% 45
2024
Q4 		$752K Buy
+1,264
New +$708K 0.38% 48

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

SGL Investment Advisors's MCK Position: Q2 2026 in Review

SGL Investment Advisors held its McKesson (MCK) position steady in Q2 2026 at 302 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #128.

SGL Investment Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $879K in Q1 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SGL Investment Advisors held 302 shares of McKesson worth $266K as of Q2 2026.
  • SGL Investment Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.09% of SGL Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • SGL Investment Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's McKesson position peaked at $879K in Q1 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.