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Soltis Investment Advisors’s McKesson MCK Stock Holding History

Soltis 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
Q1 		$7.06M Sell
8,162
-139
-2% -$124K 0.45% 59
2025
Q4 		$6.81M Sell
8,301
-524
-6% -$428K 0.45% 55
2025
Q3 		$6.82M Buy
8,825
+166
+2% +$117K 0.47% 54
2025
Q2 		$6.34M Buy
8,659
+553
+7% +$390K 0.5% 52
2025
Q1 		$5.46M Buy
8,106
+3,937
+94% +$2.43M 0.49% 57
2024
Q4 		$2.38M Sell
4,169
-285
-6% -$160K 0.22% 111
2024
Q3 		$2.2M Buy
4,454
+269
+6% +$150K 0.22% 114
2024
Q2 		$2.44M Sell
4,185
-9,951
-70% -$5.54M 0.26% 101
2024
Q1 		$7.59M Buy
14,136
+174
+1% +$88.3K 0.85% 25
2023
Q4 		$6.46M Buy
13,962
+974
+7% +$443K 0.73% 32
2023
Q3 		$5.65M Buy
12,988
+7,806
+151% +$3.29M 0.73% 37
2023
Q2 		$2.21M Sell
5,182
-592
-10% -$228K 0.26% 102
2023
Q1 		$2.06M Sell
5,774
-50
-0.9% -$18.1K 0.26% 107
2022
Q4 		$2.18M Sell
5,824
-227
-4% -$84.7K 0.29% 93
2022
Q3 		$2.06M Sell
6,051
-15
-0.2% -$5.21K 0.31% 82
2022
Q2 		$1.98M Buy
6,066
+12
+0.2% +$3.84K 0.29% 88
2022
Q1 		$1.85M Buy
+6,054
New +$1.65M 0.26% 93

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

Soltis Investment Advisors's MCK Position: Q1 2026 in Review

Soltis Investment Advisors reduced its McKesson (MCK) stake by 1.7% in Q1 2026, selling an estimated $124K and leaving 8,162 shares worth $7.06M. The position accounts for 0.45% of the portfolio, ranked #59.

Soltis Investment Advisors first reported a position in MCK in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.59M in Q1 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Soltis Investment Advisors held 8,162 shares of McKesson worth $7.06M as of Q1 2026.
  • Soltis Investment Advisors sold 139 McKesson shares in Q1 2026, an estimated $124K.
  • McKesson made up 0.45% of Soltis Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Soltis Investment Advisors first reported a position in McKesson in Q1 2022 and has held it in 17 quarters since.
  • Soltis Investment Advisors's McKesson position peaked at $7.59M in Q1 2024.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.