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AGH Wealth Advisors’s McKesson MCK Stock Holding History

AGH Wealth Advisors’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 		$337K Sell
390
-1
-0.3% -$893 0.25% 81
2025
Q4 		$321K Sell
391
-57
-13% -$46.5K 0.24% 76
2025
Q3 		$346K Sell
448
-56
-11% -$39.4K 0.25% 77
2025
Q2 		$369K Sell
504
-15
-3% -$10.6K 0.3% 71
2025
Q1 		$349K Sell
519
-24
-4% -$14.8K 0.34% 68
2024
Q4 		$309K Buy
+543
New +$304K 0.29% 82

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

AGH Wealth Advisors's MCK Position: Q1 2026 in Review

AGH Wealth Advisors reduced its McKesson (MCK) stake by 0.26% in Q1 2026, selling an estimated $893 and leaving 390 shares worth $337K. The position accounts for 0.25% of the portfolio, ranked #81.

AGH Wealth Advisors first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $369K in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • AGH Wealth Advisors held 390 shares of McKesson worth $337K as of Q1 2026.
  • AGH Wealth Advisors sold 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.25% of AGH Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • AGH Wealth Advisors first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's McKesson position peaked at $369K in Q2 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.