Valeo Financial Advisors’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 | $876K | Buy |
1,160
+116
| +11% | +$92K | 0.02% | 326 |
|
|
2026
Q1 | $903K | Sell |
1,044
-479
| -31% | -$428K | 0.02% | 289 |
|
|
2025
Q4 | $1.25M | Buy |
1,523
+43
| +3% | +$35.1K | 0.03% | 258 |
|
|
2025
Q3 | $1.14M | Sell |
1,480
-62
| -4% | -$43.7K | 0.03% | 273 |
|
|
2025
Q2 | $1.13M | Buy |
1,542
+116
| +8% | +$81.9K | 0.03% | 270 |
|
|
2025
Q1 | $959K | Buy |
1,426
+94
| +7% | +$58.1K | 0.03% | 270 |
|
|
2024
Q4 | $759K | Sell |
1,332
-18
| -1% | -$10.1K | 0.02% | 324 |
|
|
2024
Q3 | $667K | Sell |
1,350
-4
| -0.3% | -$2.23K | 0.02% | 342 |
|
|
2024
Q2 | $791K | Buy |
1,354
+58
| +4% | +$32.3K | 0.02% | 284 |
|
|
2024
Q1 | $693K | Buy |
1,296
+53
| +4% | +$26.9K | 0.02% | 293 |
|
|
2023
Q4 | $575K | Buy |
1,243
+45
| +4% | +$20.5K | 0.02% | 323 |
|
|
2023
Q3 | $521K | Buy |
1,198
+76
| +7% | +$32K | 0.02% | 322 |
|
|
2023
Q2 | $479K | Sell |
1,122
-13
| -1% | -$5K | 0.02% | 331 |
|
|
2023
Q1 | $404K | Buy |
1,135
+29
| +3% | +$10.5K | 0.02% | 375 |
|
|
2022
Q4 | $415K | Buy |
+1,106
| New | +$413K | 0.02% | 311 |
|
|
2022
Q3 | – | Sell |
-734
| Closed | -$239K | – | 526 |
|
|
2022
Q2 | $239K | Buy |
+734
| New | +$235K | 0.02% | 407 |
|
|
2021
Q3 | – | Sell |
-1,323
| Closed | -$253K | – | 608 |
|
|
2021
Q2 | $253K | Buy |
1,323
+1,106
| +510% | +$214K | 0.02% | 395 |
|
|
2021
Q1 | $42K | Sell |
217
-596
| -73% | -$109K | ﹤0.01% | 939 |
|
|
2020
Q4 | $141K | Buy |
813
+298
| +58% | +$49.6K | 0.01% | 488 |
|
|
2020
Q3 | $77K | Sell |
515
-160
| -24% | -$24.3K | 0.01% | 536 |
|
|
2020
Q2 | $104K | Buy |
675
+23
| +4% | +$3.32K | 0.01% | 498 |
|
|
2020
Q1 | $87K | Sell |
652
-100
| -13% | -$14.6K | 0.01% | 459 |
|
|
2019
Q4 | $104K | Hold |
752
| – | – | 0.01% | 455 |
|
|
2019
Q3 | $103K | Hold |
752
| – | – | 0.01% | 429 |
|
|
2019
Q2 | $101K | Buy |
752
+125
| +20% | +$15.6K | 0.01% | 433 |
|
|
2019
Q1 | $73K | Buy |
627
+129
| +26% | +$15.9K | 0.01% | 477 |
|
|
2018
Q4 | $55K | Sell |
498
-22
| -4% | -$2.74K | 0.01% | 503 |
|
|
2018
Q3 | $65K | Sell |
520
-90
| -15% | -$11.7K | 0.01% | 499 |
|
|
2018
Q2 | $77K | Sell |
610
-100
| -14% | -$14.6K | 0.01% | 453 |
|
|
2018
Q1 | $100K | Buy |
710
+422
| +147% | +$65.8K | 0.02% | 369 |
|
|
2017
Q4 | $45K | Buy |
288
+102
| +55% | +$15.1K | 0.01% | 486 |
|
|
2017
Q3 | $29K | Buy |
+186
| New | +$29K | 0.01% | 504 |
|
Other funds holding MCK
Valeo Financial Advisors's MCK Position: Q2 2026 in Review
Valeo Financial Advisors increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $92K and bringing the position to 1,160 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #326.
Valeo Financial Advisors first reported a position in MCK in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.25M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Valeo Financial Advisors held 1,160 shares of McKesson worth $876K as of Q2 2026.
- Valeo Financial Advisors bought 116 McKesson shares in Q2 2026, an estimated $92K.
- McKesson made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #326 holding.
- Valeo Financial Advisors first reported a position in McKesson in Q3 2017 and has held it in 32 quarters since.
- Valeo Financial Advisors's McKesson position peaked at $1.25M in Q4 2025.
- 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.