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AE Wealth Management’s McKesson MCK Stock Holding History

AE Wealth 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 		$4.58M Sell
6,059
-2,257
-27% -$1.79M 0.02% 452
2026
Q1 		$7.2M Buy
8,316
+1,935
+30% +$1.73M 0.04% 342
2025
Q4 		$5.23M Buy
6,381
+350
+6% +$286K 0.03% 383
2025
Q3 		$4.66M Buy
6,031
+487
+9% +$343K 0.03% 378
2025
Q2 		$4.06M Sell
5,544
-216
-4% -$152K 0.03% 386
2025
Q1 		$3.88M Buy
5,760
+271
+5% +$168K 0.03% 394
2024
Q4 		$3.13M Sell
5,489
-222
-4% -$124K 0.03% 441
2024
Q3 		$2.82M Sell
5,711
-2,240
-28% -$1.25M 0.03% 445
2024
Q2 		$4.64M Buy
7,951
+2,217
+39% +$1.23M 0.05% 342
2024
Q1 		$3.08M Sell
5,734
-13,356
-70% -$6.78M 0.03% 397
2023
Q4 		$9.26M Buy
19,090
+4,505
+31% +$2.05M 0.05% 415
2023
Q3 		$6.34M Sell
14,585
-1,044
-7% -$440K 0.04% 481
2023
Q2 		$6.68M Buy
15,629
+7,261
+87% +$2.79M 0.04% 461
2023
Q1 		$2.98M Sell
8,368
-1,580
-16% -$571K 0.02% 666
2022
Q4 		$3.73M Sell
9,948
-2,705
-21% -$1.01M 0.03% 551
2022
Q3 		$4.3M Buy
12,653
+4,474
+55% +$1.55M 0.03% 460
2022
Q2 		$2.67M Buy
8,179
+5,998
+275% +$1.92M 0.02% 569
2022
Q1 		$668K Buy
2,181
+115
+6% +$31.3K ﹤0.01% 1086
2021
Q4 		$513K Buy
2,066
+312
+18% +$68.5K ﹤0.01% 1237
2021
Q3 		$350K Sell
1,754
-929
-35% -$186K ﹤0.01% 1301
2021
Q2 		$513K Sell
2,683
-184
-6% -$35.5K ﹤0.01% 1132
2021
Q1 		$559K Buy
2,867
+59
+2% +$10.8K 0.01% 979
2020
Q4 		$488K Sell
2,808
-55
-2% -$9.16K 0.01% 972
2020
Q3 		$426K Sell
2,863
-525
-15% -$79.7K 0.01% 935
2020
Q2 		$520K Sell
3,388
-6,884
-67% -$994K 0.01% 864
2020
Q1 		$1.39M Sell
10,272
-562
-5% -$82.3K 0.03% 402
2019
Q4 		$1.5M Buy
10,834
+182
+2% +$25.7K 0.03% 428
2019
Q3 		$1.46M Buy
+10,652
New +$1.51M 0.04% 345

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

AE Wealth Management's MCK Position: Q2 2026 in Review

AE Wealth Management reduced its McKesson (MCK) stake by 27% in Q2 2026, selling an estimated $1.79M and leaving 6,059 shares worth $4.58M. The position accounts for 0.02% of the portfolio, ranked #452.

AE Wealth Management first reported a position in MCK in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.26M in Q4 2023. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • AE Wealth Management held 6,059 shares of McKesson worth $4.58M as of Q2 2026.
  • AE Wealth Management sold 2,257 McKesson shares in Q2 2026, an estimated $1.79M.
  • McKesson made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #452 holding.
  • AE Wealth Management first reported a position in McKesson in Q3 2019 and has held it in 28 quarters since.
  • AE Wealth Management's McKesson position peaked at $9.26M in Q4 2023.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.