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Trilogy Capital’s McKesson MCK Stock Holding History

Trilogy Capital’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 		$481K Hold
636
– – 0.02% 270
2026
Q1 		$550K Buy
636
+13
+2% +$11.6K 0.02% 251
2025
Q4 		$511K Sell
623
-20
-3% -$16.3K 0.02% 248
2025
Q3 		$497K Hold
643
– – 0.02% 250
2025
Q2 		$471K Sell
643
-374
-37% -$264K 0.02% 241
2025
Q1 		$684K Sell
1,017
-2
-0.2% -$1.24K 0.04% 194
2024
Q4 		$581K Sell
1,019
-21
-2% -$11.8K 0.03% 213
2024
Q3 		$514K Sell
1,040
-18
-2% -$10K 0.03% 220
2024
Q2 		$618K Buy
1,058
+536
+103% +$298K 0.03% 202
2024
Q1 		$280K Buy
+522
New +$265K 0.02% 263
2020
Q1 		– Sell
-1,705
Closed -$235K – 130
2019
Q4 		$235K Sell
1,705
-351
-17% -$49.6K 0.02% 107
2019
Q3 		$269K Sell
2,056
-240
-10% -$34K 0.03% 101
2019
Q2 		$324K Buy
+2,296
New +$286K 0.04% 97
2019
Q1 		– Sell
-1,904
Closed -$210K – 149
2018
Q4 		$210K Sell
1,904
-313
-14% -$39K 0.03% 119
2018
Q3 		$294K Sell
2,217
-313
-12% -$40.8K 0.04% 114
2018
Q2 		$337K Sell
2,530
-348
-12% -$50.9K 0.05% 95
2018
Q1 		$405K Buy
+2,878
New +$448K 0.06% 89

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

Trilogy Capital's MCK Position: Q2 2026 in Review

Trilogy Capital held its McKesson (MCK) position steady in Q2 2026 at 636 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #270.

Trilogy Capital first reported a position in MCK in Q1 2018 and has held it in 17 quarters since. The position peaked at $684K in Q1 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Trilogy Capital held 636 shares of McKesson worth $481K as of Q2 2026.
  • Trilogy Capital left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #270 holding.
  • Trilogy Capital first reported a position in McKesson in Q1 2018 and has held it in 17 quarters since.
  • Trilogy Capital's McKesson position peaked at $684K in Q1 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.