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Arete Wealth Advisors’s McKesson MCK Stock Holding History

Arete 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 		– Sell
-1,505
Closed -$1.24M – 562
2025
Q4 		$1.24M Sell
1,505
-11
-0.7% -$8.98K 0.08% 251
2025
Q3 		$1.18M Buy
1,516
+65
+4% +$45.8K 0.07% 251
2025
Q2 		$1.06M Sell
1,451
-1,282
-47% -$905K 0.08% 248
2025
Q1 		$1.84M Buy
2,733
+1,244
+84% +$769K 0.14% 156
2024
Q4 		$846K Sell
1,489
-9
-0.6% -$5.04K 0.06% 282
2024
Q3 		$736K Sell
1,498
-87
-5% -$48.4K 0.06% 276
2024
Q2 		$926K Buy
+1,585
New +$882K 0.08% 252
2024
Q1 		– Sell
-1,541
Closed -$713K – 582
2023
Q4 		$713K Hold
1,541
– – 0.05% 317
2023
Q3 		$670K Sell
1,541
-63
-4% -$26.6K 0.12% 191
2023
Q2 		$685K Buy
+1,604
New +$617K 0.06% 295

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

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

Arete Wealth Advisors sold out of McKesson (MCK) in Q1 2026, closing a stake of 1,505 shares — an estimated $1.24M sold.

Arete Wealth Advisors first reported a position in MCK in Q2 2023 and held it in 10 quarters. The position peaked at $1.84M in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Arete Wealth Advisors reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,505 McKesson shares in Q1 2026, an estimated $1.24M.
  • Arete Wealth Advisors first reported a position in McKesson in Q2 2023 and held it in 10 quarters.
  • Arete Wealth Advisors's McKesson position peaked at $1.84M in Q1 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.