AFAS
MCK icon

Acorn Financial Advisory Services’s McKesson MCK Stock Holding History

Acorn Financial Advisory Services’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
Q1 		$404K Hold
467
– – 0.06% 137
2025
Q4 		$383K Buy
467
+1
+0.2% +$816 0.06% 136
2025
Q3 		$360K Hold
466
– – 0.06% 141
2025
Q2 		$341K Sell
466
-2
-0.4% -$1.41K 0.06% 143
2025
Q1 		$315K Hold
468
– – 0.06% 142
2024
Q4 		$267K Sell
468
-34
-7% -$19K 0.04% 174
2024
Q3 		$248K Hold
502
– – 0.04% 175
2024
Q2 		$293K Hold
502
– – 0.05% 158
2024
Q1 		$269K Hold
502
– – 0.05% 171
2023
Q4 		$232K Buy
502
+2
+0.4% +$909 0.04% 226
2023
Q3 		$217K Hold
500
– – 0.04% 228
2023
Q2 		$214K Buy
+500
New +$192K 0.04% 231

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VCM
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Fidelity Investments
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JP Morgan Chase
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return