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Sowell Financial Services’s McKesson MCK Stock Holding History

Sowell Financial Services’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 		$984K Sell
1,303
-1,494
-53% -$1.18M 0.03% 469
2026
Q1 		$2.42M Sell
2,797
-385
-12% -$344K 0.09% 244
2025
Q4 		$2.61M Buy
3,182
+43
+1% +$35.1K 0.1% 217
2025
Q3 		$2.43M Buy
3,139
+90
+3% +$63.4K 0.09% 239
2025
Q2 		$2.23M Sell
3,049
-291
-9% -$205K 0.09% 231
2025
Q1 		$2.25M Buy
+3,340
New +$2.06M 0.1% 212
2023
Q2 		– Sell
-1,181
Closed -$420K – 716
2023
Q1 		$420K Buy
+1,181
New +$427K 0.03% 478
2021
Q2 		– Sell
-253
Closed -$47K – 1818
2021
Q1 		$47K Sell
253
-222
-47% -$40.5K ﹤0.01% 1685
2020
Q4 		$83K Buy
475
+208
+78% +$34.6K ﹤0.01% 1219
2020
Q3 		$40K Sell
267
-102
-28% -$15.5K ﹤0.01% 1290
2020
Q2 		$57K Sell
369
-1,788
-83% -$258K ﹤0.01% 1134
2020
Q1 		$292K Buy
2,157
+895
+71% +$131K 0.02% 554
2019
Q4 		$175K Sell
1,262
-777
-38% -$110K 0.01% 755
2019
Q3 		$279K Buy
+2,039
New +$289K 0.02% 555
2017
Q1 		– Sell
-406
Closed -$59K – 445
2016
Q4 		$59K Buy
+406
New +$59.7K 0.02% 323

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

Sowell Financial Services's MCK Position: Q2 2026 in Review

Sowell Financial Services reduced its McKesson (MCK) stake by 53% in Q2 2026, selling an estimated $1.18M and leaving 1,303 shares worth $984K. The position accounts for 0.03% of the portfolio, ranked #469.

Sowell Financial Services first reported a position in MCK in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.61M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sowell Financial Services held 1,303 shares of McKesson worth $984K as of Q2 2026.
  • Sowell Financial Services sold 1,494 McKesson shares in Q2 2026, an estimated $1.18M.
  • McKesson made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #469 holding.
  • Sowell Financial Services first reported a position in McKesson in Q4 2016 and has held it in 15 quarters since.
  • Sowell Financial Services's McKesson position peaked at $2.61M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.