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Advisortrust Partners’s McKesson MCK Stock Holding History

Advisortrust Partners’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 		$249K Buy
330
+86
+35% +$68.2K 0.09% 176
2026
Q1 		$211K Buy
+244
New +$218K 0.09% 171

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

Advisortrust Partners's MCK Position: Q2 2026 in Review

Advisortrust Partners increased its McKesson (MCK) stake by 35% in Q2 2026, buying an estimated $68.2K and bringing the position to 330 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #176.

Advisortrust Partners first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Advisortrust Partners held 330 shares of McKesson worth $249K as of Q2 2026.
  • Advisortrust Partners bought 86 McKesson shares in Q2 2026, an estimated $68.2K.
  • McKesson made up 0.09% of Advisortrust Partners's portfolio in Q2 2026, its #176 holding.
  • Advisortrust Partners first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.