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Sunbelt Securities’s McKesson MCK Stock Holding History

Sunbelt Securities’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 		$2.41M Buy
2,779
+2,234
+410% +$1.99M 0.15% 124
2025
Q4 		$447K Buy
545
+51
+10% +$41.6K 0.03% 431
2025
Q3 		$382K Buy
494
+17
+4% +$12K 0.03% 456
2025
Q2 		$272K Buy
477
+9
+2% +$6.35K 0.02% 506
2025
Q1 		$315K Sell
468
-9
-2% -$5.56K 0.03% 443
2024
Q4 		$272K Sell
477
-335
-41% -$188K 0.02% 506
2024
Q3 		$402K Sell
812
-35
-4% -$19.5K 0.04% 409
2024
Q2 		$495K Buy
847
+1
+0.1% +$557 0.05% 342
2024
Q1 		$454K Buy
846
+83
+11% +$42.1K 0.05% 348
2023
Q4 		$353K Sell
763
-2
-0.3% -$909 0.04% 377
2023
Q3 		$333K Hold
765
– – 0.05% 377
2023
Q2 		$327K Buy
765
+32
+4% +$12.3K 0.05% 372
2023
Q1 		$262K Buy
+733
New +$265K 0.04% 385
2020
Q2 		– Sell
-5,581
Closed -$807K – 344
2020
Q1 		$807K Buy
+5,581
New +$817K 0.03% 165

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

Sunbelt Securities's MCK Position: Q1 2026 in Review

Sunbelt Securities increased its McKesson (MCK) stake by 410% in Q1 2026, buying an estimated $1.99M and bringing the position to 2,779 shares worth $2.41M. The position accounts for 0.15% of the portfolio, ranked #124.

Sunbelt Securities first reported a position in MCK in Q1 2020 and has held it in 14 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Sunbelt Securities held 2,779 shares of McKesson worth $2.41M as of Q1 2026.
  • Sunbelt Securities bought 2,234 McKesson shares in Q1 2026, an estimated $1.99M.
  • McKesson made up 0.15% of Sunbelt Securities's portfolio in Q1 2026, its #124 holding.
  • Sunbelt Securities first reported a position in McKesson in Q1 2020 and has held it in 14 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.