SimplyRich’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.92M Buy
5,194
+2
+0% +$1.59K 0.92% 18
2026
Q1
$4.49M Sell
5,192
-1
-0% -$893 1.15% 15
2025
Q4
$4.26M Buy
5,193
+2
+0% +$1.63K 1.11% 17
2025
Q3
$4.01M Hold
5,191
1.08% 15
2025
Q2
$3.8M Hold
5,191
1.06% 18
2025
Q1
$3.49M Hold
5,191
1.01% 19
2024
Q4
$2.96M Buy
5,191
+53
+1% +$29.7K 0.84% 21
2024
Q3
$2.54M Buy
5,138
+112
+2% +$62.4K 0.71% 27
2024
Q2
$2.94M Buy
5,026
+19
+0.4% +$10.6K 0.93% 20
2024
Q1
$2.69M Buy
5,007
+14
+0.3% +$7.11K 0.87% 23
2023
Q4
$2.31M Buy
4,993
+1
+0% +$455 0.8% 27
2023
Q3
$2.17M Buy
4,992
+9
+0.2% +$3.79K 1.05% 22
2023
Q2
$2.13M Buy
4,983
+1
+0% +$384 0.76% 29
2023
Q1
$1.77M Hold
4,982
0.67% 34
2022
Q4
$1.87M Hold
4,982
0.74% 30
2022
Q3
$1.69M Hold
4,982
0.76% 29
2022
Q2
$1.63M Hold
4,982
0.67% 33
2022
Q1
$1.52M Hold
4,982
0.53% 46
2021
Q4
$1.24M Hold
4,982
0.41% 63
2021
Q3
$993K Hold
4,982
0.36% 73
2021
Q2
$952K Hold
4,982
0.44% 70
2021
Q1
$972K Hold
4,982
0.39% 68
2020
Q4
$866K Hold
4,982
0.39% 66
2020
Q3
$742K Hold
4,982
0.37% 69
2020
Q2
$756K Hold
4,982
0.42% 63
2020
Q1
$688K Hold
4,982
0.46% 57
2019
Q4
$683K Hold
4,982
0.34% 81
2019
Q3
$675K Hold
4,982
0.37% 77
2019
Q2
$670K Buy
+4,982
New +$621K 0.37% 78
2018
Q4
Sell
-4,982
Closed -$661K 113
2018
Q3
$661K Sell
4,982
-126
-2% -$16.4K 0.36% 85
2018
Q2
$681K Hold
5,108
0.39% 83
2018
Q1
$720K Hold
5,108
0.4% 81
2017
Q4
$797K Buy
+5,108
New +$757K 0.45% 80

Other funds holding MCK

SimplyRich's MCK Position: Q2 2026 in Review

SimplyRich increased its McKesson (MCK) stake by 0.04% in Q2 2026, buying an estimated $1.59K and bringing the position to 5,194 shares worth $3.92M. The position accounts for 0.92% of the portfolio, ranked #18.

SimplyRich first reported a position in MCK in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.49M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SimplyRich held 5,194 shares of McKesson worth $3.92M as of Q2 2026.
  • SimplyRich bought 2 McKesson shares in Q2 2026, an estimated $1.59K.
  • McKesson made up 0.92% of SimplyRich's portfolio in Q2 2026, its #18 holding.
  • SimplyRich first reported a position in McKesson in Q4 2017 and has held it in 33 quarters since.
  • SimplyRich's McKesson position peaked at $4.49M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.