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Strategic Advisors’s McKesson MCK Stock Holding History

Strategic 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
Q1 		$694K Buy
802
+120
+18% +$107K 0.12% 120
2025
Q4 		$559K Buy
682
+123
+22% +$100K 0.09% 127
2025
Q3 		$432K Sell
559
-121
-18% -$85.2K 0.07% 143
2025
Q2 		$498K Buy
680
+82
+14% +$57.9K 0.1% 117
2025
Q1 		$402K Hold
598
– – 0.08% 145
2024
Q4 		$341K Hold
598
– – 0.06% 159
2024
Q3 		$295K Sell
598
-500
-46% -$278K 0.06% 178
2024
Q2 		$641K Hold
1,098
– – 0.12% 124
2024
Q1 		$589K Sell
1,098
-699
-39% -$355K 0.12% 129
2023
Q4 		$832K Buy
1,797
+10
+0.6% +$4.55K 0.16% 115
2023
Q3 		$777K Hold
1,787
– – 0.15% 117
2023
Q2 		$764K Hold
1,787
– – 0.15% 122
2023
Q1 		$636K Sell
1,787
-1,000
-36% -$361K 0.13% 125
2022
Q4 		$1.05M Sell
2,787
-28
-1% -$10.4K 0.23% 87
2022
Q3 		$956K Hold
2,815
– – 0.21% 91
2022
Q2 		$918K Hold
2,815
– – 0.19% 98
2022
Q1 		$861K Buy
2,815
+100
+4% +$27.2K 0.15% 114
2021
Q4 		$674K Buy
2,715
+515
+23% +$113K 0.1% 130
2021
Q3 		$438K Hold
2,200
– – 0.09% 142
2021
Q2 		$420K Hold
2,200
– – 0.11% 123
2021
Q1 		$429K Buy
2,200
+399
+22% +$72.8K 0.12% 115
2020
Q4 		$329K Buy
+1,801
New +$300K 0.1% 124

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

Strategic Advisors's MCK Position: Q1 2026 in Review

Strategic Advisors increased its McKesson (MCK) stake by 18% in Q1 2026, buying an estimated $107K and bringing the position to 802 shares worth $694K. The position accounts for 0.12% of the portfolio, ranked #120.

Strategic Advisors first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q4 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Strategic Advisors held 802 shares of McKesson worth $694K as of Q1 2026.
  • Strategic Advisors bought 120 McKesson shares in Q1 2026, an estimated $107K.
  • McKesson made up 0.12% of Strategic Advisors's portfolio in Q1 2026, its #120 holding.
  • Strategic Advisors first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • Strategic Advisors's McKesson position peaked at $1.05M in Q4 2022.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.