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USA Financial Formulas’s McKesson MCK Stock Holding History

USA Financial Formulas’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 		$83.9K Sell
111
-8
-7% -$6.34K 0.02% 200
2026
Q1 		$103K Sell
119
-47
-28% -$41.9K 0.02% 163
2025
Q4 		$136K Buy
+166
New +$135K 0.02% 171
2023
Q4 		– Sell
-4
Closed -$1.74K – 461
2023
Q3 		$1.74K Hold
4
– – ﹤0.01% 342
2023
Q2 		$1.71K Hold
4
– – ﹤0.01% 315
2023
Q1 		$1.42K Buy
+4
New +$1.45K ﹤0.01% 265
2020
Q3 		– Sell
-11,921
Closed -$1.83M – 351
2020
Q2 		$1.83M Buy
11,921
+2,464
+26% +$356K 1.36% 36
2020
Q1 		$1.28M Buy
+9,457
New +$1.39M 0.81% 48

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

USA Financial Formulas's MCK Position: Q2 2026 in Review

USA Financial Formulas reduced its McKesson (MCK) stake by 6.7% in Q2 2026, selling an estimated $6.34K and leaving 111 shares worth $83.9K. The position accounts for 0.02% of the portfolio, ranked #200.

USA Financial Formulas first reported a position in MCK in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.83M in Q2 2020. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • USA Financial Formulas held 111 shares of McKesson worth $83.9K as of Q2 2026.
  • USA Financial Formulas sold 8 McKesson shares in Q2 2026, an estimated $6.34K.
  • McKesson made up 0.02% of USA Financial Formulas's portfolio in Q2 2026, its #200 holding.
  • USA Financial Formulas first reported a position in McKesson in Q1 2020 and has held it in 8 quarters since.
  • USA Financial Formulas's McKesson position peaked at $1.83M in Q2 2020.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.