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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
Q2 		$4.04M Sell
5,342
-214
-4% -$170K 0.06% 318
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 $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 $3.38T AUM 44.17% 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

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

Arkadios Wealth Advisors reduced its McKesson (MCK) stake by 3.9% in Q2 2026, selling an estimated $170K and leaving 5,342 shares worth $4.04M. The position accounts for 0.06% of the portfolio, ranked #318.

Arkadios Wealth Advisors first reported a position in MCK in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.06M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Arkadios Wealth Advisors held 5,342 shares of McKesson worth $4.04M as of Q2 2026.
  • Arkadios Wealth Advisors sold 214 McKesson shares in Q2 2026, an estimated $170K.
  • McKesson made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #318 holding.
  • Arkadios Wealth Advisors first reported a position in McKesson in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's McKesson position peaked at $5.06M in Q4 2025.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.