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Stonebridge Capital Advisors’s McKesson MCK Stock Holding History

Stonebridge 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 		$301K Sell
399
-6
-1% -$4.76K 0.02% 180
2026
Q1 		$350K Buy
405
+21
+5% +$18.7K 0.02% 165
2025
Q4 		$315K Buy
384
+1
+0.3% +$816 0.02% 167
2025
Q3 		$296K Hold
383
– – 0.02% 168
2025
Q2 		$281K Sell
383
-165
-30% -$116K 0.02% 174
2025
Q1 		$369K Sell
548
-156
-22% -$96.4K 0.03% 150
2024
Q4 		$401K Buy
+704
New +$394K 0.03% 149
2023
Q4 		– Sell
-105
Closed -$45.7K – 567
2023
Q3 		$45.7K Buy
105
+5
+5% +$2.11K 0.01% 376
2023
Q2 		$42.7K Hold
100
– – ﹤0.01% 392
2023
Q1 		$35.6K Sell
100
-3
-3% -$1.08K ﹤0.01% 412
2022
Q4 		$38.6K Buy
103
+3
+3% +$1.12K ﹤0.01% 391
2022
Q3 		$34K Sell
100
-17
-15% -$5.9K ﹤0.01% 389
2022
Q2 		$38K Sell
117
-17
-13% -$5.44K ﹤0.01% 388
2022
Q1 		$41K Buy
134
+25
+23% +$6.8K ﹤0.01% 416
2021
Q4 		$27K Buy
109
+9
+9% +$1.98K ﹤0.01% 463
2021
Q3 		$20K Hold
100
– – ﹤0.01% 495
2021
Q2 		$19K Hold
100
– – ﹤0.01% 508
2021
Q1 		$20K Buy
+100
New +$18.3K ﹤0.01% 503
2020
Q3 		– Sell
-100
Closed -$15K – 483
2020
Q2 		$15K Hold
100
– – ﹤0.01% 439
2020
Q1 		$14K Hold
100
– – ﹤0.01% 437
2019
Q4 		$14K Hold
100
– – ﹤0.01% 505
2019
Q3 		$14K Hold
100
– – ﹤0.01% 509
2019
Q2 		$13K Buy
+100
New +$12.5K ﹤0.01% 532

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

Stonebridge Capital Advisors's MCK Position: Q2 2026 in Review

Stonebridge Capital Advisors reduced its McKesson (MCK) stake by 1.5% in Q2 2026, selling an estimated $4.76K and leaving 399 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #180.

Stonebridge Capital Advisors first reported a position in MCK in Q2 2019 and has held it in 23 quarters since. The position peaked at $401K in Q4 2024. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Stonebridge Capital Advisors held 399 shares of McKesson worth $301K as of Q2 2026.
  • Stonebridge Capital Advisors sold 6 McKesson shares in Q2 2026, an estimated $4.76K.
  • McKesson made up 0.02% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #180 holding.
  • Stonebridge Capital Advisors first reported a position in McKesson in Q2 2019 and has held it in 23 quarters since.
  • Stonebridge Capital Advisors's McKesson position peaked at $401K in Q4 2024.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.