SP
MCK icon

Successful Portfolios’s McKesson MCK Stock Holding History

Successful Portfolios’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 Hold
375
– – 0.14% 141
2026
Q1 		$324K Sell
375
-2
-0.5% -$1.78K 0.18% 117
2025
Q4 		$308K Sell
377
-7
-2% -$5.71K 0.16% 133
2025
Q3 		$297K Hold
384
– – 0.17% 118
2025
Q2 		$281K Hold
384
– – 0.17% 118
2025
Q1 		$258K Hold
384
– – 0.18% 125
2024
Q4 		$219K Buy
+384
New +$215K 0.15% 141
2024
Q3 		– Sell
-384
Closed -$224K – 168
2024
Q2 		$224K Hold
384
– – 0.16% 134
2024
Q1 		$206K Buy
+384
New +$195K 0.14% 157

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

Successful Portfolios's MCK Position: Q2 2026 in Review

Successful Portfolios held its McKesson (MCK) position steady in Q2 2026 at 375 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #141.

Successful Portfolios first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $324K in Q1 2026. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Successful Portfolios held 375 shares of McKesson worth $301K as of Q2 2026.
  • Successful Portfolios left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.14% of Successful Portfolios's portfolio in Q2 2026, its #141 holding.
  • Successful Portfolios first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • Successful Portfolios's McKesson position peaked at $324K in Q1 2026.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.