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Advisor OS’s McKesson MCK Stock Holding History

Advisor OS’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 		$1.97M Sell
2,605
-166
-6% -$132K 0.13% 120
2026
Q1 		$2.4M Sell
2,771
-60
-2% -$53.6K 0.17% 90
2025
Q4 		$2.32M Buy
2,831
+642
+29% +$524K 0.19% 84
2025
Q3 		$1.69M Buy
2,189
+1,508
+221% +$1.06M 0.15% 96
2025
Q2 		$499K Buy
681
+44
+7% +$31.1K 0.05% 254
2025
Q1 		$429K Buy
637
+107
+20% +$66.2K 0.05% 254
2024
Q4 		$302K Buy
+530
New +$297K 0.04% 325

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

Advisor OS's MCK Position: Q2 2026 in Review

Advisor OS reduced its McKesson (MCK) stake by 6% in Q2 2026, selling an estimated $132K and leaving 2,605 shares worth $1.97M. The position accounts for 0.13% of the portfolio, ranked #120.

Advisor OS first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Advisor OS held 2,605 shares of McKesson worth $1.97M as of Q2 2026.
  • Advisor OS sold 166 McKesson shares in Q2 2026, an estimated $132K.
  • McKesson made up 0.13% of Advisor OS's portfolio in Q2 2026, its #120 holding.
  • Advisor OS first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Advisor OS's McKesson position peaked at $2.4M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.