SFO
MCK icon

Stokes Family Office’s McKesson MCK Stock Holding History

Stokes Family Office’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 		$620K Sell
820
-115
-12% -$91.2K 0.07% 172
2026
Q1 		$809K Sell
935
-316
-25% -$282K 0.08% 146
2025
Q4 		$1.03M Buy
1,251
+452
+57% +$369K 0.09% 131
2025
Q3 		$617K Buy
799
+409
+105% +$288K 0.06% 164
2025
Q2 		$286K Buy
390
+25
+7% +$17.6K 0.03% 203
2025
Q1 		$246K Sell
365
-35
-9% -$21.6K 0.03% 208
2024
Q4 		$228K Buy
+400
New +$224K 0.02% 220
2024
Q3 		– Sell
-376
Closed -$220K – 233
2024
Q2 		$220K Buy
+376
New +$209K 0.03% 207
2023
Q4 		– Sell
-2,936
Closed -$1.28M – 286
2023
Q3 		$1.28M Buy
2,936
+125
+4% +$52.7K 0.15% 113
2023
Q2 		$1.2M Buy
2,811
+451
+19% +$173K 0.14% 114
2023
Q1 		$840K Sell
2,360
-478
-17% -$173K 0.1% 127
2022
Q4 		$1.06M Buy
2,838
+295
+12% +$110K 0.14% 109
2022
Q3 		$864K Buy
2,543
+277
+12% +$96.2K 0.12% 115
2022
Q2 		$739K Buy
2,266
+26
+1% +$8.32K 0.1% 128
2022
Q1 		$686K Buy
2,240
+17
+0.8% +$4.62K 0.09% 136
2021
Q4 		$553K Buy
2,223
+102
+5% +$22.4K 0.07% 151
2021
Q3 		$423K Buy
2,121
+807
+61% +$161K 0.06% 161
2021
Q2 		$251K Buy
+1,314
New +$254K 0.04% 195

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

Stokes Family Office's MCK Position: Q2 2026 in Review

Stokes Family Office reduced its McKesson (MCK) stake by 12% in Q2 2026, selling an estimated $91.2K and leaving 820 shares worth $620K. The position accounts for 0.07% of the portfolio, ranked #172.

Stokes Family Office first reported a position in MCK in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2023. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Stokes Family Office held 820 shares of McKesson worth $620K as of Q2 2026.
  • Stokes Family Office sold 115 McKesson shares in Q2 2026, an estimated $91.2K.
  • McKesson made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #172 holding.
  • Stokes Family Office first reported a position in McKesson in Q2 2021 and has held it in 18 quarters since.
  • Stokes Family Office's McKesson position peaked at $1.28M in Q3 2023.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.