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Advocate Investing Services’s McKesson MCK Stock Holding History

Advocate Investing Services’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 		$11.6K Sell
15
-35
-70% -$27.7K 0.01% 258
2026
Q1 		$43.5K Hold
50
– – 0.04% 157
2025
Q4 		$41.2K Buy
+50
New +$40.8K 0.04% 152

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

Advocate Investing Services's MCK Position: Q2 2026 in Review

Advocate Investing Services reduced its McKesson (MCK) stake by 70% in Q2 2026, selling an estimated $27.7K and leaving 15 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #258.

Advocate Investing Services first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.5K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Advocate Investing Services held 15 shares of McKesson worth $11.6K as of Q2 2026.
  • Advocate Investing Services sold 35 McKesson shares in Q2 2026, an estimated $27.7K.
  • McKesson made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #258 holding.
  • Advocate Investing Services first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's McKesson position peaked at $43.5K in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.