Trifecta Capital Advisors’s McKesson MCK Stock Holding History

Trifecta Capital 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 Q2	$155K	Buy	205 +5	+3%	+$3.96K	0.02%	127
2026 Q1	$173K	Hold	200	–	–	0.03%	114
2025 Q4	$164K	Sell	200 -10	-5%	-$8.16K	0.02%	117
2025 Q3	$162K	Sell	210 -15	-7%	-$10.6K	0.02%	121
2025 Q2	$165K	Sell	225 -2	-0.9%	-$1.41K	0.03%	115
2025 Q1	$153K	Hold	227	–	–	0.03%	90
2024 Q4	$129K	Hold	227	–	–	0.03%	99
2024 Q3	$112K	Hold	227	–	–	0.02%	103
2024 Q2	$133K	Hold	227	–	–	0.03%	97
2024 Q1	$122K	Hold	227	–	–	0.03%	102
2023 Q4	$105K	Hold	227	–	–	0.03%	102
2023 Q3	$98.7K	Buy	227 +15	+7%	+$6.32K	0.03%	103
2023 Q2	$90.6K	Hold	212	–	–	0.03%	112
2023 Q1	$75.5K	Buy	212 +200	+1,667%	+$72.2K	0.03%	123
2022 Q4	$4.5K	Buy	+12	New	+$4.48K	﹤0.01%	223

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

Trifecta Capital Advisors's MCK Position: Q2 2026 in Review

Trifecta Capital Advisors increased its McKesson (MCK) stake by 2.5% in Q2 2026, buying an estimated $3.96K and bringing the position to 205 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #127.

Trifecta Capital Advisors first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $173K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Trifecta Capital Advisors held 205 shares of McKesson worth $155K as of Q2 2026.
Trifecta Capital Advisors bought 5 McKesson shares in Q2 2026, an estimated $3.96K.
McKesson made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #127 holding.
Trifecta Capital Advisors first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's McKesson position peaked at $173K in Q1 2026.
2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.