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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
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
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

Trifecta Capital Advisors's MCK Position: Q1 2026 in Review

Trifecta Capital Advisors held its McKesson (MCK) position steady in Q1 2026 at 200 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #114.

Trifecta Capital Advisors first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Trifecta Capital Advisors held 200 shares of McKesson worth $173K as of Q1 2026.
  • Trifecta Capital Advisors left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #114 holding.
  • Trifecta Capital Advisors first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.