CAPTRUST FINANCIAL ADVISORS

Position in MCK — Mckesson Corp

CIK 1512024 RALEIGH, NC

Back to MCK Full portfolio

Position in MCK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$59,399,227

+$20,672,637 QoQ

Shares Held

78,612

+75.7% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#153

of 2,002 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in MCK Over Time

Shares Held

Position Value (USD)

Derivatives in MCK

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$377,800

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Distribution

Healthcare · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $81,196,380 across 5 Medical Distribution names. MCK ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp This page	78,612	$59,399,227
2	COR	Cencora, Inc.	45,433	$12,856,630
3	CAH	Cardinal Health Inc	34,449	$8,183,704
4	HSIC	Henry Schein Inc	8,582	$716,768
5	ACH	Accendra Health Inc/Va/	11,711	$40,051

All Filings in MCK

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,399,227	78,612	+75.7%	Shares	Sole	2026-08-13
2026-06-30	$377,800	500	0.0%	Put	Sole	2026-08-13
2026-03-31	$38,726,590	44,752	+5.5%	Shares	Sole	2026-05-15
2026-03-31	$432,680	500	—	Put	Sole	2026-05-15
2025-12-31	$34,799,162	42,423	+7.6%	Shares	Sole	2026-02-17
2025-09-30	$30,471,295	39,443	-2.7%	Shares	Sole	2025-11-19
2025-06-30	$29,707,633	40,541	+2.1%	Shares	Sole	2025-08-15
2025-03-31	$26,715,684	39,697	+6.5%	Shares	Sole	2025-05-15
2024-12-31	$21,238,266	37,266	+4.9%	Shares	Sole	2025-02-14
2024-09-30	$17,566,742	35,530	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$21,049,385	36,041	+5.8%	Shares	Sole	2024-08-15
2024-03-31	$18,286,721	34,063	-9.4%	Shares	Sole	2024-05-15
2023-12-31	$17,398,325	37,579	+17.1%	Shares	Sole	2024-02-14
2023-09-30	$13,956,510	32,095	-0.6%	Shares	Sole	2023-11-15
2023-06-30	$13,800,403	32,296	+4.2%	Shares	Sole	2023-08-15
2023-03-31	$11,035,057	30,993	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$11,951,698	31,861	-1.4%	Shares	Sole	2023-02-15
2022-09-30	$10,977,121	32,298	+5.0%	Shares	Sole	2022-11-16
2022-06-30	$10,033,567	30,758	+11.8%	Shares	Sole	2022-08-23
2022-03-31	$8,420,411	27,506	+5.6%	Shares	Sole	2022-05-16
2021-12-31	$6,474,005	26,045	-8.0%	Shares	Sole	2022-02-14
2021-09-30	$5,646,242	28,319	-2.0%	Shares	Sole	2021-11-16
2021-06-30	$5,527,983	28,906	+3.5%	Shares	Sole	2021-08-16
2021-03-31	$5,447,857	27,932	+4.6%	Shares	Sole	2021-05-17
2020-12-31	$4,646,272	26,715	+5.2%	Shares	Sole	2021-02-16
2020-09-30	$3,782,524	25,398	-6.4%	Shares	Sole	2020-11-17
2020-06-30	$4,165,199	27,149	-0.1%	Shares	Sole	2020-08-14
2020-03-31	$3,677,043	27,185	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.