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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
Q2 		$277K Sell
367
-23
-6% -$18.2K 0.18% 98
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 $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

AGH Wealth Advisors's MCK Position: Q2 2026 in Review

AGH Wealth Advisors reduced its McKesson (MCK) stake by 5.9% in Q2 2026, selling an estimated $18.2K and leaving 367 shares worth $277K. The position accounts for 0.18% of the portfolio, ranked #98.

AGH Wealth Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q2 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • AGH Wealth Advisors held 367 shares of McKesson worth $277K as of Q2 2026.
  • AGH Wealth Advisors sold 23 McKesson shares in Q2 2026, an estimated $18.2K.
  • McKesson made up 0.18% of AGH Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • AGH Wealth Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's McKesson position peaked at $369K in Q2 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.