AdviceOne Advisory Services’s McKesson MCK Stock Holding History

AdviceOne 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	$336K	Buy	445 +37	+9%	+$29.3K	0.19%	31
2026 Q1	$353K	Hold	408	–	–	0.21%	27
2025 Q4	$335K	Sell	408 -7	-2%	-$5.71K	0.2%	30
2025 Q3	$321K	Hold	415	–	–	0.21%	28
2025 Q2	$304K	Sell	415 -5	-1%	-$3.53K	0.22%	24
2025 Q1	$283K	Sell	420 -8	-2%	-$4.95K	0.23%	24
2024 Q4	$244K	Buy	+428	New	+$240K	0.22%	25

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AdviceOne Advisory Services's MCK Position: Q2 2026 in Review

AdviceOne Advisory Services increased its McKesson (MCK) stake by 9.1% in Q2 2026, buying an estimated $29.3K and bringing the position to 445 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #31.

AdviceOne Advisory Services first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

AdviceOne Advisory Services held 445 shares of McKesson worth $336K as of Q2 2026.
AdviceOne Advisory Services bought 37 McKesson shares in Q2 2026, an estimated $29.3K.
McKesson made up 0.19% of AdviceOne Advisory Services's portfolio in Q2 2026, its #31 holding.
AdviceOne Advisory Services first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
AdviceOne Advisory Services's McKesson position peaked at $353K in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.