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Aaron Wealth Advisors’s McKesson MCK Stock Holding History

Aaron 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 		$3.26M Sell
4,321
-278
-6% -$220K 0.17% 78
2026
Q1 		$3.98M Buy
4,599
+573
+14% +$511K 0.23% 50
2025
Q4 		$3.3M Sell
4,026
-178
-4% -$145K 0.18% 76
2025
Q3 		$3.25M Sell
4,204
-311
-7% -$219K 0.19% 60
2025
Q2 		$3.31M Buy
4,515
+62
+1% +$43.8K 0.34% 45
2025
Q1 		$3M Buy
4,453
+80
+2% +$49.5K 0.34% 46
2024
Q4 		$2.49M Buy
4,373
+324
+8% +$181K 0.29% 53
2024
Q3 		$2M Sell
4,049
-318
-7% -$177K 0.24% 60
2024
Q2 		$2.55M Buy
4,367
+110
+3% +$61.2K 0.35% 42
2024
Q1 		$2.29M Buy
4,257
+135
+3% +$68.5K 0.33% 45
2023
Q4 		$1.91M Buy
4,122
+82
+2% +$37.3K 0.32% 44
2023
Q3 		$1.76M Sell
4,040
-84
-2% -$35.4K 0.23% 64
2023
Q2 		$1.76M Buy
4,124
+98
+2% +$37.7K 0.23% 69
2023
Q1 		$1.43M Sell
4,026
-18
-0.4% -$6.5K 0.2% 78
2022
Q4 		$1.52M Buy
4,044
+1,041
+35% +$388K 0.22% 73
2022
Q3 		$1.02M Buy
3,003
+6
+0.2% +$2.08K 0.19% 77
2022
Q2 		$977K Buy
2,997
+87
+3% +$27.8K 0.25% 62
2022
Q1 		$891K Sell
2,910
-5
-0.2% -$1.36K 0.21% 67
2021
Q4 		$724K Buy
2,915
+16
+0.6% +$3.51K 0.2% 72
2021
Q3 		$578K Buy
2,899
+5
+0.2% +$1K 0.16% 77
2021
Q2 		$553K Hold
2,894
– – 0.18% 80
2021
Q1 		$564K Buy
2,894
+6
+0.2% +$1.09K 0.21% 75
2020
Q4 		$502K Buy
+2,888
New +$481K 0.18% 79

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

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

Aaron Wealth Advisors reduced its McKesson (MCK) stake by 6% in Q2 2026, selling an estimated $220K and leaving 4,321 shares worth $3.26M. The position accounts for 0.17% of the portfolio, ranked #78.

Aaron Wealth Advisors first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.98M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Aaron Wealth Advisors held 4,321 shares of McKesson worth $3.26M as of Q2 2026.
  • Aaron Wealth Advisors sold 278 McKesson shares in Q2 2026, an estimated $220K.
  • McKesson made up 0.17% of Aaron Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Aaron Wealth Advisors first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's McKesson position peaked at $3.98M in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.