Ameritas Advisory Services’s McKesson MCK Stock Holding History

Ameritas Advisory 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 Q1	$659K	Sell	762 -160	-17%	-$143K	0.03%	496
2025 Q4	$756K	Buy	922 +572	+163%	+$467K	0.03%	438
2025 Q3	$270K	Sell	350 -77	-18%	-$54.2K	0.02%	541
2025 Q2	$313K	Sell	427 -527	-55%	-$372K	0.02%	619
2025 Q1	$629K	Sell	954 -824	-46%	-$509K	0.03%	510
2024 Q4	$1.01M	Buy	1,778 +546	+44%	+$306K	0.04%	411
2024 Q3	$609K	Sell	1,232 -1,158	-48%	-$645K	0.03%	501
2024 Q2	$1.4M	Buy	2,390 +369	+18%	+$205K	0.05%	327
2024 Q1	$1.08M	Sell	2,021 -456	-18%	-$232K	0.04%	359
2023 Q4	$1.17M	Sell	2,477 -149	-6%	-$67.8K	0.06%	249
2023 Q3	$1.16M	Buy	2,626 +1,700	+184%	+$716K	0.06%	311
2023 Q2	$384K	Sell	926 -2,052	-69%	-$789K	0.05%	355
2023 Q1	$1.07M	Sell	2,978 -613	-17%	-$221K	0.05%	308
2022 Q4	$1.35M	Buy	3,591 +323	+10%	+$120K	0.06%	277
2022 Q3	$1.11M	Sell	3,268 -1,230	-27%	-$427K	0.07%	262
2022 Q2	$1.47M	Buy	4,498 +67	+2%	+$21.4K	0.08%	228
2022 Q1	$1.36M	Sell	4,431 -355	-7%	-$96.5K	0.05%	276
2021 Q4	$1.19M	Buy	+4,786	New	+$1.05M	0.04%	305

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's MCK Position: Q1 2026 in Review

Ameritas Advisory Services reduced its McKesson (MCK) stake by 17% in Q1 2026, selling an estimated $143K and leaving 762 shares worth $659K. The position accounts for 0.03% of the portfolio, ranked #496.

Ameritas Advisory Services first reported a position in MCK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q2 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Ameritas Advisory Services held 762 shares of McKesson worth $659K as of Q1 2026.
Ameritas Advisory Services sold 160 McKesson shares in Q1 2026, an estimated $143K.
McKesson made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #496 holding.
Ameritas Advisory Services first reported a position in McKesson in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's McKesson position peaked at $1.47M in Q2 2022.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.