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Advyzon Investment Management’s McKesson MCK Stock Holding History

Advyzon Investment Management’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 		$252K Sell
334
-294
-47% -$233K 0.02% 674
2026
Q1 		$543K Buy
628
+84
+15% +$75K 0.05% 372
2025
Q4 		$446K Buy
+544
New +$444K 0.05% 350
2025
Q3 		– Sell
-582
Closed -$427K – 489
2025
Q2 		$427K Buy
+582
New +$411K 0.09% 204

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

Advyzon Investment Management's MCK Position: Q2 2026 in Review

Advyzon Investment Management reduced its McKesson (MCK) stake by 47% in Q2 2026, selling an estimated $233K and leaving 334 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #674.

Advyzon Investment Management first reported a position in MCK in Q2 2025 and has held it in 4 quarters since. The position peaked at $543K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Advyzon Investment Management held 334 shares of McKesson worth $252K as of Q2 2026.
  • Advyzon Investment Management sold 294 McKesson shares in Q2 2026, an estimated $233K.
  • McKesson made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #674 holding.
  • Advyzon Investment Management first reported a position in McKesson in Q2 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's McKesson position peaked at $543K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.