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 Q2	$354K	Buy	469 +2	+0.4%	+$1.59K	0.05%	162
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

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 $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's MCK Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its McKesson (MCK) stake by 0.43% in Q2 2026, buying an estimated $1.59K and bringing the position to 469 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #162.

Acorn Financial Advisory Services first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $404K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Acorn Financial Advisory Services held 469 shares of McKesson worth $354K as of Q2 2026.
Acorn Financial Advisory Services bought 2 McKesson shares in Q2 2026, an estimated $1.59K.
McKesson made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #162 holding.
Acorn Financial Advisory Services first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
Acorn Financial Advisory Services's McKesson position peaked at $404K in Q1 2026.
2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.