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Simon Quick Advisors’s McKesson MCK Stock Holding History

Simon Quick 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
-263
Closed -$216K – 399
2025
Q4 		$216K Buy
+263
New +$215K 0.01% 370
2025
Q2 		– Sell
-1,034
Closed -$696K – 514
2025
Q1 		$696K Buy
1,034
+368
+55% +$228K 0.04% 227
2024
Q4 		$380K Buy
666
+89
+15% +$49.8K 0.02% 304
2024
Q3 		$285K Buy
577
+16
+3% +$8.91K 0.02% 334
2024
Q2 		$328K Buy
561
+136
+32% +$75.7K 0.02% 272
2024
Q1 		$228K Buy
+425
New +$216K 0.02% 367
2020
Q1 		– Sell
-50
Closed -$7K – 617
2019
Q4 		$7K Buy
+50
New +$7.07K ﹤0.01% 442
2018
Q4 		– Sell
-16
Closed -$2K – 349
2018
Q3 		$2K Hold
16
– – ﹤0.01% 290
2018
Q2 		$2K Hold
16
– – ﹤0.01% 325
2018
Q1 		$2K Hold
16
– – ﹤0.01% 292
2017
Q4 		$3K Buy
+16
New +$2.37K ﹤0.01% 390
2017
Q1 		– Sell
-325
Closed -$46K – 362
2016
Q4 		$46K Buy
+325
New +$47.8K 0.03% 162

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

Simon Quick Advisors's MCK Position: Q1 2026 in Review

Simon Quick Advisors sold out of McKesson (MCK) in Q1 2026, closing a stake of 263 shares — an estimated $216K sold.

Simon Quick Advisors first reported a position in MCK in Q4 2016 and held it in 12 quarters. The position peaked at $696K in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Simon Quick Advisors reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 263 McKesson shares in Q1 2026, an estimated $216K.
  • Simon Quick Advisors first reported a position in McKesson in Q4 2016 and held it in 12 quarters.
  • Simon Quick Advisors's McKesson position peaked at $696K in Q1 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.