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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
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 $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 Resource Council's MCK Position: Q1 2026 in Review

Advisor Resource Council increased its McKesson (MCK) stake by 4.8% in Q1 2026, buying an estimated $37.5K and bringing the position to 917 shares worth $794K. The position accounts for 0.26% of the portfolio, ranked #80.

Advisor Resource Council first reported a position in MCK in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.7M in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Advisor Resource Council held 917 shares of McKesson worth $794K as of Q1 2026.
  • Advisor Resource Council bought 42 McKesson shares in Q1 2026, an estimated $37.5K.
  • McKesson made up 0.26% of Advisor Resource Council's portfolio in Q1 2026, its #80 holding.
  • Advisor Resource Council first reported a position in McKesson in Q4 2021 and has held it in 15 quarters since.
  • Advisor Resource Council's McKesson position peaked at $4.7M in Q1 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.