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Arkadios Wealth Advisors’s McKesson MCK Stock Holding History

Arkadios 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 		$4.81M Sell
5,556
-615
-10% -$549K 0.08% 267
2025
Q4 		$5.06M Buy
6,171
+28
+0.5% +$22.9K 0.1% 219
2025
Q3 		$4.75M Buy
6,143
+118
+2% +$83.1K 0.11% 198
2025
Q2 		$4.42M Buy
6,025
+1,887
+46% +$1.33M 0.13% 178
2025
Q1 		$2.78M Buy
4,138
+2,292
+124% +$1.42M 0.11% 222
2024
Q4 		$1.05M Sell
1,846
-33
-2% -$18.5K 0.06% 320
2024
Q3 		$929K Buy
1,879
+571
+44% +$318K 0.05% 345
2024
Q2 		$764K Buy
1,308
+618
+90% +$344K 0.05% 341
2024
Q1 		$371K Buy
690
+4
+0.6% +$2.03K 0.03% 472
2023
Q4 		$317K Buy
686
+200
+41% +$90.9K 0.03% 506
2023
Q3 		$212K Sell
486
-2
-0.4% -$843 0.02% 602
2023
Q2 		$209K Sell
488
-245
-33% -$94.2K 0.02% 570
2023
Q1 		$261K Buy
733
+74
+11% +$26.7K 0.03% 479
2022
Q4 		$247K Buy
659
+25
+4% +$9.32K 0.03% 455
2022
Q3 		$215K Buy
+634
New +$220K 0.03% 467
2021
Q4 		– Sell
-106
Closed -$21K – 1283
2021
Q3 		$21K Sell
106
-219
-67% -$43.8K ﹤0.01% 1193
2021
Q2 		$62K Buy
325
+19
+6% +$3.67K 0.01% 857
2021
Q1 		$59K Hold
306
– – 0.01% 646
2020
Q4 		$53K Buy
306
+213
+229% +$35.5K 0.01% 548
2020
Q3 		$14.7K Hold
93
– – 0.01% 666
2020
Q2 		$13.8K Sell
93
-3
-3% -$433 0.01% 616
2020
Q1 		$13K Buy
96
+1
+1% +$146 0.01% 574
2019
Q4 		$16K Buy
+95
New +$13.4K 0.01% 500

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

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

Arkadios Wealth Advisors reduced its McKesson (MCK) stake by 10% in Q1 2026, selling an estimated $549K and leaving 5,556 shares worth $4.81M. The position accounts for 0.08% of the portfolio, ranked #267.

Arkadios Wealth Advisors first reported a position in MCK in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.06M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Arkadios Wealth Advisors held 5,556 shares of McKesson worth $4.81M as of Q1 2026.
  • Arkadios Wealth Advisors sold 615 McKesson shares in Q1 2026, an estimated $549K.
  • McKesson made up 0.08% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #267 holding.
  • Arkadios Wealth Advisors first reported a position in McKesson in Q4 2019 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's McKesson position peaked at $5.06M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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