Sweeney & Michel’s McKesson MCK Stock Holding History

Sweeney & Michel’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	$682K	Sell	785 -56	-7%	-$44.4K	0.18%	76
2026 Q1	$727K	Hold	841	–	–	0.21%	70
2025 Q4	$801K	Buy	841 +1	+0.1%	+$816	0.24%	67
2025 Q3	$642K	Buy	840 +1	+0.1%	+$704	0.22%	71
2025 Q2	$596K	Hold	839	–	–	0.21%	72
2025 Q1	$548K	Buy	+839	New	+$519K	0.24%	68
2024 Q3	$459K	Buy	902 +1	+0.1%	+$557	0.18%	82
2024 Q2	$529K	Buy	901 +1	+0.1%	+$557	0.23%	64
2024 Q1	$497K	Buy	+900	New	+$457K	0.22%	67
2023 Q3	$414K	Sell	898 -123	-12%	-$51.8K	0.22%	71
2023 Q2	$437K	Sell	1,021 -59	-5%	-$22.7K	0.22%	73
2023 Q1	$420K	Buy	+1,080	New	+$390K	0.22%	74

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sweeney & Michel's MCK Position: Q2 2026 in Review

Sweeney & Michel reduced its McKesson (MCK) stake by 6.7% in Q2 2026, selling an estimated $44.4K and leaving 785 shares worth $682K. The position accounts for 0.18% of the portfolio, ranked #76.

Sweeney & Michel first reported a position in MCK in Q1 2023 and has held it in 12 quarters since. The position peaked at $801K in Q4 2025. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Sweeney & Michel held 785 shares of McKesson worth $682K as of Q2 2026.
Sweeney & Michel sold 56 McKesson shares in Q2 2026, an estimated $44.4K.
McKesson made up 0.18% of Sweeney & Michel's portfolio in Q2 2026, its #76 holding.
Sweeney & Michel first reported a position in McKesson in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's McKesson position peaked at $801K in Q4 2025.
2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.