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Strategic Investment Advisors’s McKesson MCK Stock Holding History

Strategic Investment 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 		$1.02M Buy
1,181
+339
+40% +$303K 0.07% 148
2025
Q4 		$691K Sell
842
-59
-7% -$48.1K 0.06% 133
2025
Q3 		$696K Buy
901
+15
+2% +$10.6K 0.06% 126
2025
Q2 		$646K Sell
886
-458
-34% -$323K 0.06% 133
2025
Q1 		$904K Sell
1,344
-190
-12% -$117K 0.1% 115
2024
Q4 		$874K Sell
1,534
-174
-10% -$97.4K 0.09% 124
2024
Q3 		$844K Sell
1,708
-45
-3% -$25.1K 0.09% 127
2024
Q2 		$1.02M Sell
1,753
-56
-3% -$31.2K 0.12% 106
2024
Q1 		$971K Sell
1,809
-354
-16% -$180K 0.12% 110
2023
Q4 		$1M Sell
2,163
-200
-8% -$90.9K 0.14% 98
2023
Q3 		$1.03M Sell
2,363
-106
-4% -$44.7K 0.17% 91
2023
Q2 		$1.06M Buy
2,469
+24
+1% +$9.22K 0.15% 69
2023
Q1 		$871K Sell
2,445
-40
-2% -$14.4K 0.16% 91
2022
Q4 		$932K Buy
2,485
+50
+2% +$18.6K 0.19% 85
2022
Q3 		$827K Buy
+2,435
New +$845K 0.19% 90

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 Investment Advisors's MCK Position: Q1 2026 in Review

Strategic Investment Advisors increased its McKesson (MCK) stake by 40% in Q1 2026, buying an estimated $303K and bringing the position to 1,181 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #148.

Strategic Investment Advisors first reported a position in MCK in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2023. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Strategic Investment Advisors held 1,181 shares of McKesson worth $1.02M as of Q1 2026.
  • Strategic Investment Advisors bought 339 McKesson shares in Q1 2026, an estimated $303K.
  • McKesson made up 0.07% of Strategic Investment Advisors's portfolio in Q1 2026, its #148 holding.
  • Strategic Investment Advisors first reported a position in McKesson in Q3 2022 and has held it in 15 quarters since.
  • Strategic Investment Advisors's McKesson position peaked at $1.06M in Q2 2023.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.