Steel Grove Capital Advisors’s McKesson MCK Stock Holding History

Steel Grove Capital 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 Q2	$384K	Hold	509	–	–	0.04%	159
2026 Q1	$440K	Buy	509 +1	+0.2%	+$893	0.05%	146
2025 Q4	$417K	Hold	508	–	–	0.04%	129
2025 Q3	$372K	Hold	508	–	–	0.04%	139
2025 Q2	$372K	Hold	508	–	–	0.04%	137
2025 Q1	$342K	Hold	508	–	–	0.05%	132
2024 Q4	$289K	Hold	508	–	–	0.04%	150
2024 Q3	$248K	Hold	508	–	–	0.03%	155
2024 Q2	$297K	Hold	508	–	–	0.04%	145
2024 Q1	$273K	Hold	508	–	–	0.04%	176
2023 Q4	$235K	Sell	508 -7	-1%	-$3.18K	0.03%	166
2023 Q3	$224K	Buy	515 +7	+1%	+$2.95K	0.03%	166
2023 Q2	$217K	Buy	+508	New	+$195K	0.03%	171
2017 Q2	–	Sell	-1,980	Closed	-$294K	–	285
2017 Q1	$294K	Buy	1,980 +506	+34%	+$74.1K	0.05%	227
2016 Q4	$207K	Hold	1,474	–	–	0.04%	237
2016 Q3	$246K	Buy	+1,474	New	+$275K	0.06%	168
2016 Q1	–	Sell	-1,075	Closed	-$212K	–	199
2015 Q4	$212K	Buy	+1,075	New	+$203K	0.05%	179

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Steel Grove Capital Advisors's MCK Position: Q2 2026 in Review

Steel Grove Capital Advisors held its McKesson (MCK) position steady in Q2 2026 at 509 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #159.

Steel Grove Capital Advisors first reported a position in MCK in Q4 2015 and has held it in 17 quarters since. The position peaked at $440K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Steel Grove Capital Advisors held 509 shares of McKesson worth $384K as of Q2 2026.
Steel Grove Capital Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.04% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #159 holding.
Steel Grove Capital Advisors first reported a position in McKesson in Q4 2015 and has held it in 17 quarters since.
Steel Grove Capital Advisors's McKesson position peaked at $440K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.