Trust Investment Advisors MCK — MCKESSON CORP

Ownership history in Trust Investment Advisors  ·  5 quarters on record

AI Ownership Summary

Trust Investment Advisors reported MCKESSON CORP (MCK) in 5 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q1. The latest visible filing shows MCK at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Investment Advisors's position in MCKESSON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCK was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCK stock page Trust Investment Advisors fund profile Trust Investment Advisors full holdings
How Trust Investment Advisors held MCK — position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 31.1% -13.5% ✅ 335 -151 -31.1% 0.17% $290K 2026-04-24 $827.20
2025 Q1 REDUCED 18.9% +9.0% ❌ 486 -113 -18.9% 0.21% $327K 2025-05-02 $704.84
2024 Q1 ADDED — — — 599 +9 +1.5% 0.23% $321K 2024-05-09 $549.79
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCK

As of 2026 Q1 — sorted by position size

LYNWOOD PRICE CAPITAL MANAGEMENT LP 10.88% SurgoCap Partners LP 10.08% Horiko Capital Management LLC 3Y 7Y 8.83% MUHLENKAMP & CO INC 3Y 7Y 6.19% SCHARF INVESTMENTS, LLC 3Y 7Y 5.91% Settian Capital LP 3Y 5.82% Tortuga Wealth Management, Inc 5.72% Bristol Gate Capital Partners Inc. 3Y 7Y 5.25% Suncoast Equity Management 3Y 7Y 5.05% FIRETRAIL INVESTMENTS PTY LTD 4.82%

FAQ About Trust Investment Advisors and MCK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Trust Investment Advisors reported owning MCK?

Trust Investment Advisors reported MCK across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MCK position in Trust Investment Advisors's portfolio?

The largest reported portfolio weight for MCK was 0.23% in 2024 Q1.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2026 Q1, when Trust Investment Advisors reported 335 shares, equal to 0.17% of portfolio, with an estimated market value of $290K.

What does the chart on this MCK ownership page compare?

The chart compares Trust Investment Advisors's quarterly MCK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Trust Investment Advisors time their MCK position?

Based on 13F filing dates vs. subsequent MCK price moves, Trust Investment Advisors correctly timed 2 out of 4 reported position changes (50%).

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