Steward Partners Investment Advisory’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.04M | Sell |
6,978
-399
| -5% | -$356K | 0.03% | 451 |
|
|
2025
Q4 | $6.05M | Buy |
7,377
+376
| +5% | +$307K | 0.03% | 425 |
|
|
2025
Q3 | $5.41M | Buy |
7,001
+801
| +13% | +$564K | 0.03% | 450 |
|
|
2025
Q2 | $4.54M | Buy |
6,200
+156
| +3% | +$110K | 0.04% | 456 |
|
|
2025
Q1 | $4.07M | Buy |
6,044
+626
| +12% | +$387K | 0.04% | 458 |
|
|
2024
Q4 | $3.09M | Buy |
5,418
+506
| +10% | +$283K | 0.03% | 504 |
|
|
2024
Q3 | $2.43M | Sell |
4,912
-303
| -6% | -$169K | 0.02% | 567 |
|
|
2024
Q2 | $3.05M | Buy |
5,215
+219
| +4% | +$122K | 0.03% | 473 |
|
|
2024
Q1 | $2.68M | Buy |
4,996
+3,326
| +199% | +$1.69M | 0.03% | 490 |
|
|
2023
Q4 | $773K | Buy |
1,670
+386
| +30% | +$176K | 0.01% | 819 |
|
|
2023
Q3 | $558K | Sell |
1,284
-68
| -5% | -$28.7K | 0.01% | 885 |
|
|
2023
Q2 | $578K | Sell |
1,352
-100
| -7% | -$38.4K | 0.01% | 889 |
|
|
2023
Q1 | $517K | Sell |
1,452
-1,557
| -52% | -$562K | 0.01% | 912 |
|
|
2022
Q4 | $1.13M | Buy |
3,009
+140
| +5% | +$52.2K | 0.02% | 624 |
|
|
2022
Q3 | $975K | Buy |
2,869
+99
| +4% | +$34.4K | 0.02% | 634 |
|
|
2022
Q2 | $904K | Sell |
2,770
-56
| -2% | -$17.9K | 0.02% | 665 |
|
|
2022
Q1 | $865K | Buy |
2,826
+169
| +6% | +$46K | 0.01% | 729 |
|
|
2021
Q4 | $660K | Sell |
2,657
-20
| -0.7% | -$4.39K | 0.01% | 855 |
|
|
2021
Q3 | $534K | Buy |
2,677
+1
| +0% | +$200 | 0.01% | 880 |
|
|
2021
Q2 | $512K | Sell |
2,676
-731
| -21% | -$141K | 0.01% | 922 |
|
|
2021
Q1 | $665K | Buy |
3,407
+358
| +12% | +$65.3K | 0.01% | 779 |
|
|
2020
Q4 | $530K | Buy |
3,049
+211
| +7% | +$35.1K | 0.01% | 744 |
|
|
2020
Q3 | $423K | Buy |
2,838
+34
| +1% | +$5.16K | 0.01% | 716 |
|
|
2020
Q2 | $430K | Buy |
2,804
+869
| +45% | +$126K | 0.01% | 673 |
|
|
2020
Q1 | $261K | Sell |
1,935
-2,817
| -59% | -$413K | 0.01% | 718 |
|
|
2019
Q4 | $657K | Sell |
4,752
-578
| -11% | -$81.7K | 0.02% | 561 |
|
|
2019
Q3 | $728K | Sell |
5,330
-66
| -1% | -$9.36K | 0.02% | 488 |
|
|
2019
Q2 | $725K | Buy |
5,396
+356
| +7% | +$44.4K | 0.03% | 458 |
|
|
2019
Q1 | $590K | Sell |
5,040
-40
| -0.8% | -$4.94K | 0.03% | 474 |
|
|
2018
Q4 | $561K | Sell |
5,080
-553
| -10% | -$69K | 0.03% | 461 |
|
|
2018
Q3 | $747K | Sell |
5,633
-3,240
| -37% | -$422K | 0.04% | 420 |
|
|
2018
Q2 | $1.18M | Buy |
8,873
+3,849
| +77% | +$563K | 0.07% | 267 |
|
|
2018
Q1 | $707K | Buy |
5,024
+103
| +2% | +$16K | 0.05% | 337 |
|
|
2017
Q4 | $767K | Buy |
4,921
+3,308
| +205% | +$490K | 0.06% | 277 |
|
|
2017
Q3 | $247K | Sell |
1,613
-23
| -1% | -$3.59K | 0.03% | 402 |
|
|
2017
Q2 | $269K | Sell |
1,636
-435
| -21% | -$66K | 0.03% | 361 |
|
|
2017
Q1 | $307K | Buy |
2,071
+732
| +55% | +$107K | 0.05% | 265 |
|
|
2016
Q4 | $188K | Buy |
+1,339
| New | +$197K | 0.09% | 188 |
|
Other funds holding MCK
VCM
VPM
Steward Partners Investment Advisory's MCK Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its McKesson (MCK) stake by 5.4% in Q1 2026, selling an estimated $356K and leaving 6,978 shares worth $6.04M. The position accounts for 0.03% of the portfolio, ranked #451.
Steward Partners Investment Advisory first reported a position in MCK in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.05M in Q4 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Steward Partners Investment Advisory held 6,978 shares of McKesson worth $6.04M as of Q1 2026.
- Steward Partners Investment Advisory sold 399 McKesson shares in Q1 2026, an estimated $356K.
- McKesson made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #451 holding.
- Steward Partners Investment Advisory first reported a position in McKesson in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's McKesson position peaked at $6.05M in Q4 2025.
- 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.