Trivium Point Advisory’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
+287
New +$228K 0.02% 342
2026
Q1
Sell
-255
Closed -$209K 311
2025
Q4
$209K Buy
+255
New +$208K 0.02% 333

Other funds holding MCK

Trivium Point Advisory's MCK Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in McKesson (MCK) in Q2 2026: 287 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in MCK as recently as Q4 2025.

Trivium Point Advisory first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Trivium Point Advisory held 287 shares of McKesson worth $217K as of Q2 2026.
  • McKesson was a new Trivium Point Advisory position in Q2 2026.
  • McKesson made up 0.02% of Trivium Point Advisory's portfolio in Q2 2026, its #342 holding.
  • Trivium Point Advisory first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.