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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
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 $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

Stokes Family Office's MCK Position: Q1 2026 in Review

Stokes Family Office reduced its McKesson (MCK) stake by 25% in Q1 2026, selling an estimated $282K and leaving 935 shares worth $809K. The position accounts for 0.08% of the portfolio, ranked #146.

Stokes Family Office first reported a position in MCK in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.28M in Q3 2023. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Stokes Family Office held 935 shares of McKesson worth $809K as of Q1 2026.
  • Stokes Family Office sold 316 McKesson shares in Q1 2026, an estimated $282K.
  • McKesson made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #146 holding.
  • Stokes Family Office first reported a position in McKesson in Q2 2021 and has held it in 17 quarters since.
  • Stokes Family Office's McKesson position peaked at $1.28M in Q3 2023.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.