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Advisor Resource Council’s McKesson MCK Stock Holding History

Advisor Resource Council’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 		$714K Sell
910
-7
-0.8% -$5.55K 0.2% 102
2026
Q1 		$794K Buy
917
+42
+5% +$37.5K 0.26% 80
2025
Q4 		$741K Buy
+875
New +$714K 0.26% 86
2025
Q3 		– Sell
-668
Closed -$489K – 117
2025
Q2 		$489K Sell
668
-6,984
-91% -$4.93M 0.19% 79
2025
Q1 		$4.7M Buy
+7,652
New +$4.73M 0.38% 65
2024
Q4 		– Sell
-1,405
Closed -$695K – 185
2024
Q3 		$695K Buy
+1,405
New +$782K 0.31% 81
2024
Q2 		– Sell
-1,654
Closed -$766K – 158
2024
Q1 		$766K Sell
1,654
-3,442
-68% -$1.75M 0.32% 75
2023
Q4 		$2.36M Buy
5,096
+4,155
+442% +$1.89M 0.27% 87
2023
Q3 		$409K Buy
941
+55
+6% +$23.2K 0.21% 86
2023
Q2 		$379K Sell
886
-2,106
-70% -$809K 0.17% 98
2023
Q1 		$1.1M Buy
2,992
+1,901
+174% +$687K 0.28% 93
2022
Q4 		$409K Sell
1,091
-207
-16% -$77.2K 0.2% 89
2022
Q3 		$441K Sell
1,298
-6,589
-84% -$2.29M 0.3% 87
2022
Q2 		$2.57M Buy
7,887
+4,139
+110% +$1.32M 0.24% 85
2022
Q1 		$1.15M Sell
3,748
-2,006
-35% -$546K 0.34% 89
2021
Q4 		$1.43M Buy
+5,754
New +$1.26M 0.11% 185

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 Resource Council's MCK Position: Q2 2026 in Review

Advisor Resource Council reduced its McKesson (MCK) stake by 0.76% in Q2 2026, selling an estimated $5.55K and leaving 910 shares worth $714K. The position accounts for 0.2% of the portfolio, ranked #102.

Advisor Resource Council first reported a position in MCK in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.7M in Q1 2025. 2,012 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Advisor Resource Council held 910 shares of McKesson worth $714K as of Q2 2026.
  • Advisor Resource Council sold 7 McKesson shares in Q2 2026, an estimated $5.55K.
  • McKesson made up 0.2% of Advisor Resource Council's portfolio in Q2 2026, its #102 holding.
  • Advisor Resource Council first reported a position in McKesson in Q4 2021 and has held it in 16 quarters since.
  • Advisor Resource Council's McKesson position peaked at $4.7M in Q1 2025.
  • 2,012 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.