180 Wealth Advisors’s McKesson MCK Stock Holding History

180 Wealth Advisors’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	$391K	Sell	518 -1,049	-67%	-$832K	0.04%	330
2026 Q1	$1.36M	Buy	1,567 +115	+8%	+$103K	0.15%	143
2025 Q4	$1.19M	Buy	1,452 +1,042	+254%	+$850K	0.14%	155
2025 Q3	$317K	Buy	410 +18	+5%	+$12.7K	0.04%	346
2025 Q2	$287K	Sell	392 -3	-0.8%	-$2.12K	0.04%	345
2025 Q1	$266K	Buy	395 +13	+3%	+$8.04K	0.04%	342
2024 Q4	$218K	Sell	382 -850	-69%	-$476K	0.03%	376
2024 Q3	$609K	Buy	1,232 +84	+7%	+$46.8K	0.1%	196
2024 Q2	$660K	Sell	1,148 -295	-20%	-$164K	0.11%	175
2024 Q1	$775K	Buy	+1,443	New	+$733K	0.14%	152
2021 Q1	–	Sell	-1,106	Closed	-$202K	–	356
2020 Q4	$202K	Buy	+1,106	New	+$184K	0.06%	299

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

180 Wealth Advisors's MCK Position: Q2 2026 in Review

180 Wealth Advisors reduced its McKesson (MCK) stake by 67% in Q2 2026, selling an estimated $832K and leaving 518 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #330.

180 Wealth Advisors first reported a position in MCK in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

180 Wealth Advisors held 518 shares of McKesson worth $391K as of Q2 2026.
180 Wealth Advisors sold 1,049 McKesson shares in Q2 2026, an estimated $832K.
McKesson made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #330 holding.
180 Wealth Advisors first reported a position in McKesson in Q4 2020 and has held it in 11 quarters since.
180 Wealth Advisors's McKesson position peaked at $1.36M in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.