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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

Advisor OS's MCK Position: Q1 2026 in Review

Advisor OS reduced its McKesson (MCK) stake by 2.1% in Q1 2026, selling an estimated $53.6K and leaving 2,771 shares worth $2.4M. The position accounts for 0.17% of the portfolio, ranked #90.

Advisor OS first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Advisor OS held 2,771 shares of McKesson worth $2.4M as of Q1 2026.
  • Advisor OS sold 60 McKesson shares in Q1 2026, an estimated $53.6K.
  • McKesson made up 0.17% of Advisor OS's portfolio in Q1 2026, its #90 holding.
  • Advisor OS first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.