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Sound Income Strategies’s McKesson MCK Stock Holding History

Sound Income Strategies’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 		$242K Buy
320
+158
+98% +$125K 0.01% 423
2026
Q1 		$141K Buy
162
+41
+34% +$36.6K 0.01% 505
2025
Q4 		$102K Buy
121
+62
+105% +$50.6K ﹤0.01% 579
2025
Q3 		$44.7K Hold
59
– – ﹤0.01% 580
2025
Q2 		$43.2K Buy
59
+26
+79% +$18.3K ﹤0.01% 560
2025
Q1 		$22.2K Buy
33
+7
+27% +$4.33K ﹤0.01% 695
2024
Q4 		$14.8K Hold
26
– – ﹤0.01% 745
2024
Q3 		$12.9K Sell
26
-237
-90% -$132K ﹤0.01% 735
2024
Q2 		$154K Buy
263
+243
+1,215% +$135K 0.01% 257
2024
Q1 		$10.7K Hold
20
– – ﹤0.01% 735
2023
Q4 		$9.26K Hold
20
– – ﹤0.01% 751
2023
Q3 		$8.7K Hold
20
– – ﹤0.01% 614
2023
Q2 		$8.55K Hold
20
– – ﹤0.01% 608
2023
Q1 		$7.12K Sell
20
-39
-66% -$14.1K ﹤0.01% 632
2022
Q4 		$22.1K Hold
59
– – ﹤0.01% 378
2022
Q3 		$20K Sell
59
-2
-3% -$694 ﹤0.01% 361
2022
Q2 		$20K Hold
61
– – ﹤0.01% 349
2022
Q1 		$19K Buy
61
+2
+3% +$544 ﹤0.01% 366
2021
Q4 		$15K Hold
59
– – ﹤0.01% 418
2021
Q3 		$12K Buy
59
+20
+51% +$4K ﹤0.01% 428
2021
Q2 		$7K Sell
39
-4
-9% -$773 ﹤0.01% 549
2021
Q1 		$8.39K Buy
43
+4
+10% +$730 ﹤0.01% 530
2020
Q4 		$7K Buy
+39
New +$6.5K ﹤0.01% 533
2019
Q2 		– Sell
-100
Closed -$12K – 723
2019
Q1 		$12K Sell
100
-4
-4% -$494 0.01% 307
2018
Q4 		$11K Hold
104
– – 0.01% 317
2018
Q3 		$14K Buy
104
+3
+3% +$391 0.01% 297
2018
Q2 		$13K Buy
101
+1
+1% +$146 0.01% 270
2018
Q1 		$14K Buy
+100
New +$15.6K 0.01% 246

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sound Income Strategies's MCK Position: Q2 2026 in Review

Sound Income Strategies increased its McKesson (MCK) stake by 98% in Q2 2026, buying an estimated $125K and bringing the position to 320 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #423.

Sound Income Strategies first reported a position in MCK in Q1 2018 and has held it in 28 quarters since. 1,625 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sound Income Strategies held 320 shares of McKesson worth $242K as of Q2 2026.
  • Sound Income Strategies bought 158 McKesson shares in Q2 2026, an estimated $125K.
  • McKesson made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #423 holding.
  • Sound Income Strategies first reported a position in McKesson in Q1 2018 and has held it in 28 quarters since.
  • 1,625 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.