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Stephens Inc’s McKesson MCK Stock Holding History

Stephens Inc’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 		$1.37M Buy
1,581
+12
+0.8% +$10.7K 0.02% 564
2025
Q4 		$1.29M Sell
1,569
-53
-3% -$43.3K 0.02% 577
2025
Q3 		$1.25M Sell
1,622
-240
-13% -$169K 0.02% 587
2025
Q2 		$1.36M Sell
1,862
-3,605
-66% -$2.54M 0.02% 552
2025
Q1 		$3.68M Buy
5,467
+4,024
+279% +$2.49M 0.05% 325
2024
Q4 		$822K Sell
1,443
-62
-4% -$34.7K 0.01% 657
2024
Q3 		$744K Buy
1,505
+45
+3% +$25.1K 0.01% 685
2024
Q2 		$853K Hold
1,460
– – 0.01% 634
2024
Q1 		$784K Buy
1,460
+3
+0.2% +$1.52K 0.01% 645
2023
Q4 		$675K Buy
1,457
+12
+0.8% +$5.46K 0.01% 644
2023
Q3 		$628K Buy
1,445
+2
+0.1% +$843 0.01% 649
2023
Q2 		$617K Buy
1,443
+61
+4% +$23.4K 0.01% 673
2023
Q1 		$492K Buy
1,382
+165
+14% +$59.6K 0.01% 722
2022
Q4 		$457K Buy
1,217
+3
+0.2% +$1.12K 0.01% 729
2022
Q3 		$413K Buy
1,214
+25
+2% +$8.68K 0.01% 772
2022
Q2 		$388K Sell
1,189
-239
-17% -$76.5K 0.01% 816
2022
Q1 		$437K Sell
1,428
-2,616
-65% -$711K 0.01% 862
2021
Q4 		$1M Sell
4,044
-3,457
-46% -$759K 0.02% 634
2021
Q3 		$1.5M Sell
7,501
-593
-7% -$119K 0.02% 524
2021
Q2 		$1.55M Buy
8,094
+83
+1% +$16K 0.02% 531
2021
Q1 		$1.56M Sell
8,011
-1,810
-18% -$330K 0.03% 504
2020
Q4 		$1.71M Buy
9,821
+185
+2% +$30.8K 0.03% 457
2020
Q3 		$1.44M Sell
9,636
-972
-9% -$148K 0.03% 455
2020
Q2 		$1.63M Sell
10,608
-361
-3% -$52.1K 0.04% 406
2020
Q1 		$1.48M Sell
10,969
-138
-1% -$20.2K 0.04% 397
2019
Q4 		$1.54M Sell
11,107
-571
-5% -$80.7K 0.03% 461
2019
Q3 		$1.6M Sell
11,678
-966
-8% -$137K 0.04% 447
2019
Q2 		$1.7M Sell
12,644
-119
-0.9% -$14.8K 0.04% 434
2019
Q1 		$1.49M Buy
12,763
+1,370
+12% +$169K 0.04% 474
2018
Q4 		$1.26M Sell
11,393
-2,386
-17% -$298K 0.04% 461
2018
Q3 		$1.83M Sell
13,779
-1
-0% -$130 0.05% 415
2018
Q2 		$1.84M Sell
13,780
-608
-4% -$88.9K 0.06% 342
2018
Q1 		$2.03M Sell
14,388
-5,839
-29% -$910K 0.08% 278
2017
Q4 		$3.15M Sell
20,227
-2,476
-11% -$367K 0.12% 201
2017
Q3 		$3.49M Sell
22,703
-2,435
-10% -$380K 0.13% 177
2017
Q2 		$4.14M Buy
25,138
+259
+1% +$39.3K 0.14% 164
2017
Q1 		$3.69M Buy
24,879
+13,438
+117% +$1.97M 0.13% 175
2016
Q4 		$1.61M Buy
11,441
+2,341
+26% +$344K 0.07% 299
2016
Q3 		$1.52M Buy
9,100
+644
+8% +$120K 0.07% 294
2016
Q2 		$1.58M Buy
8,456
+118
+1% +$20.7K 0.07% 288
2016
Q1 		$1.31M Buy
8,338
+6,086
+270% +$983K 0.06% 293
2015
Q4 		$444K Sell
2,252
-1,519
-40% -$287K 0.02% 464
2015
Q3 		$698K Sell
3,771
-839
-18% -$178K 0.04% 378
2015
Q2 		$1.04M Sell
4,610
-734
-14% -$170K 0.05% 354
2015
Q1 		$1.21M Buy
5,344
+743
+16% +$165K 0.06% 322
2014
Q4 		$955K Buy
4,601
+237
+5% +$48.1K 0.05% 347
2014
Q3 		$850K Buy
4,364
+1,532
+54% +$295K 0.04% 366
2014
Q2 		$527K Sell
2,832
-67
-2% -$11.9K 0.03% 491
2014
Q1 		$512K Buy
2,899
+1,389
+92% +$243K 0.03% 466
2013
Q4 		$244K Buy
+1,510
New +$232K 0.01% 712

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

Stephens Inc's MCK Position: Q1 2026 in Review

Stephens Inc increased its McKesson (MCK) stake by 0.76% in Q1 2026, buying an estimated $10.7K and bringing the position to 1,581 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #564.

Stephens Inc first reported a position in MCK in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.14M in Q2 2017. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Stephens Inc held 1,581 shares of McKesson worth $1.37M as of Q1 2026.
  • Stephens Inc bought 12 McKesson shares in Q1 2026, an estimated $10.7K.
  • McKesson made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #564 holding.
  • Stephens Inc first reported a position in McKesson in Q4 2013 and has held it in 50 quarters since.
  • Stephens Inc's McKesson position peaked at $4.14M in Q2 2017.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.