Strategic Financial Services’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 | $5.85M | Sell |
6,764
-26
| -0.4% | -$23.2K | 0.28% | 29 |
|
|
2025
Q4 | $6.44M | Sell |
6,790
-87
| -1% | -$71K | 0.3% | 30 |
|
|
2025
Q3 | $5.31M | Sell |
6,877
-76
| -1% | -$53.5K | 0.27% | 31 |
|
|
2025
Q2 | $5.1M | Sell |
6,953
-227
| -3% | -$160K | 0.27% | 30 |
|
|
2025
Q1 | $4.83M | Sell |
7,180
-47
| -0.7% | -$29.1K | 0.28% | 28 |
|
|
2024
Q4 | $4.12M | Sell |
7,227
-30
| -0.4% | -$16.8K | 0.25% | 29 |
|
|
2024
Q3 | $3.59M | Sell |
7,257
-40
| -0.5% | -$22.3K | 0.21% | 27 |
|
|
2024
Q2 | $4.26M | Sell |
7,297
-368
| -5% | -$205K | 0.27% | 28 |
|
|
2024
Q1 | $4.11M | Sell |
7,665
-288
| -4% | -$146K | 0.27% | 27 |
|
|
2023
Q4 | $3.68M | Sell |
7,953
-185
| -2% | -$84.1K | 0.26% | 28 |
|
|
2023
Q3 | $3.54M | Sell |
8,138
-57
| -0.7% | -$24K | 0.28% | 28 |
|
|
2023
Q2 | $3.51M | Sell |
8,195
-95
| -1% | -$36.5K | 0.26% | 32 |
|
|
2023
Q1 | $2.95M | Sell |
8,290
-358
| -4% | -$129K | 0.23% | 32 |
|
|
2022
Q4 | $3.24M | Sell |
8,648
-1,133
| -12% | -$423K | 0.26% | 28 |
|
|
2022
Q3 | $3.32M | Sell |
9,781
-1,415
| -13% | -$491K | 0.29% | 29 |
|
|
2022
Q2 | $3.65M | Sell |
11,196
-2,375
| -18% | -$760K | 0.31% | 28 |
|
|
2022
Q1 | $4.15M | Sell |
13,571
-1,730
| -11% | -$470K | 0.31% | 28 |
|
|
2021
Q4 | $3.8M | Sell |
15,301
-497
| -3% | -$109K | 0.28% | 39 |
|
|
2021
Q3 | $3.15M | Sell |
15,798
-375
| -2% | -$75K | 0.25% | 42 |
|
|
2021
Q2 | $3.09M | Sell |
16,173
-381
| -2% | -$73.6K | 0.25% | 44 |
|
|
2021
Q1 | $3.23M | Sell |
16,554
-1,809
| -10% | -$330K | 0.27% | 44 |
|
|
2020
Q4 | $3.19M | Sell |
18,363
-757
| -4% | -$126K | 0.29% | 50 |
|
|
2020
Q3 | $2.85M | Sell |
19,120
-777
| -4% | -$118K | 0.29% | 47 |
|
|
2020
Q2 | $3.05M | Sell |
19,897
-6,513
| -25% | -$941K | 0.34% | 44 |
|
|
2020
Q1 | $3.57M | Sell |
26,410
-2,530
| -9% | -$371K | 0.48% | 38 |
|
|
2019
Q4 | $4M | Sell |
28,940
-4,862
| -14% | -$687K | 0.46% | 60 |
|
|
2019
Q3 | $4.62M | Sell |
33,802
-2,273
| -6% | -$322K | 0.59% | 55 |
|
|
2019
Q2 | $4.85M | Sell |
36,075
-1,475
| -4% | -$184K | 0.64% | 48 |
|
|
2019
Q1 | $4.4M | Buy |
37,550
+1,925
| +5% | +$238K | 0.61% | 51 |
|
|
2018
Q4 | $3.94M | Buy |
35,625
+10,453
| +42% | +$1.3M | 0.62% | 46 |
|
|
2018
Q3 | $3.34M | Sell |
25,172
-145
| -0.6% | -$18.9K | 0.5% | 56 |
|
|
2018
Q2 | $3.38M | Buy |
25,317
+161
| +0.6% | +$23.5K | 0.52% | 57 |
|
|
2018
Q1 | $3.54M | Buy |
25,156
+212
| +0.8% | +$33K | 0.58% | 55 |
|
|
2017
Q4 | $3.89M | Sell |
24,944
-55
| -0.2% | -$8.15K | 0.62% | 49 |
|
|
2017
Q3 | $3.84M | Buy |
24,999
+145
| +0.6% | +$22.6K | 0.63% | 49 |
|
|
2017
Q2 | $4.09M | Sell |
24,854
-110
| -0.4% | -$16.7K | 0.72% | 37 |
|
|
2017
Q1 | $3.7M | Buy |
24,964
+15
| +0.1% | +$2.2K | 0.67% | 44 |
|
|
2016
Q4 | $3.5M | Sell |
24,949
-195
| -0.8% | -$28.7K | 0.67% | 46 |
|
|
2016
Q3 | $4.19M | Sell |
25,144
-105
| -0.4% | -$19.6K | 0.83% | 25 |
|
|
2016
Q2 | $4.91M | Sell |
25,249
-533
| -2% | -$93.5K | 0.99% | 18 |
|
|
2016
Q1 | $4.05M | Buy |
25,782
+6,981
| +37% | +$1.13M | 0.94% | 23 |
|
|
2015
Q4 | $3.71M | Buy |
18,801
+226
| +1% | +$42.7K | 0.97% | 31 |
|
|
2015
Q3 | $3.44M | Buy |
18,575
+55
| +0.3% | +$11.7K | 0.95% | 32 |
|
|
2015
Q2 | $4.16M | Sell |
18,520
-385
| -2% | -$89K | 1.17% | 18 |
|
|
2015
Q1 | $4.28M | Sell |
18,905
-203
| -1% | -$45K | 1.1% | 19 |
|
|
2014
Q4 | $3.97M | Sell |
19,108
-410
| -2% | -$83.3K | 1.08% | 26 |
|
|
2014
Q3 | $3.8M | Sell |
19,518
-340
| -2% | -$65.4K | 1.06% | 21 |
|
|
2014
Q2 | $3.7M | Sell |
19,858
-4,415
| -18% | -$785K | 1.02% | 23 |
|
|
2014
Q1 | $4.29M | Buy |
24,273
+411
| +2% | +$71.8K | 1.26% | 15 |
|
|
2013
Q4 | $3.85M | Sell |
23,862
-1,058
| -4% | -$163K | 1.22% | 17 |
|
|
2013
Q3 | $3.2M | Sell |
24,920
-610
| -2% | -$74.9K | 1.08% | 22 |
|
|
2013
Q2 | $2.92M | Buy |
+25,530
| New | +$2.84M | 1.03% | 25 |
|
Other funds holding MCK
VCM
VPM
Strategic Financial Services's MCK Position: Q1 2026 in Review
Strategic Financial Services reduced its McKesson (MCK) stake by 0.38% in Q1 2026, selling an estimated $23.2K and leaving 6,764 shares worth $5.85M. The position accounts for 0.28% of the portfolio, ranked #29.
Strategic Financial Services first reported a position in MCK in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.44M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Strategic Financial Services held 6,764 shares of McKesson worth $5.85M as of Q1 2026.
- Strategic Financial Services sold 26 McKesson shares in Q1 2026, an estimated $23.2K.
- McKesson made up 0.28% of Strategic Financial Services's portfolio in Q1 2026, its #29 holding.
- Strategic Financial Services first reported a position in McKesson in Q2 2013 and has held it in 52 quarters since.
- Strategic Financial Services's McKesson position peaked at $6.44M in Q4 2025.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.