Avantax Advisory Services’s McKesson MCK Stock Holding History

Avantax 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
2025 Q2	$3.34M	Buy	4,556 +320	+8%	+$226K	0.02%	583
2025 Q1	$2.85M	Buy	4,236 +679	+19%	+$420K	0.02%	600
2024 Q4	$2.03M	Sell	3,557 -811	-19%	-$454K	0.01%	703
2024 Q3	$2.16M	Sell	4,368 -730	-14%	-$406K	0.01%	667
2024 Q2	$2.98M	Buy	5,098 +3,424	+205%	+$1.91M	0.02%	529
2024 Q1	$899K	Sell	1,674 -173	-9%	-$87.8K	0.01%	793
2023 Q4	$855K	Buy	1,847 +308	+20%	+$140K	0.01%	777
2023 Q3	$669K	Sell	1,539 -26	-2%	-$11K	0.01%	827
2023 Q2	$669K	Sell	1,565 -2,405	-61%	-$924K	0.01%	829
2023 Q1	$1.41M	Buy	3,970 +702	+21%	+$254K	0.02%	552
2022 Q4	$1.23M	Sell	3,268 -336	-9%	-$125K	0.02%	563
2022 Q3	$1.23M	Buy	3,604 +770	+27%	+$267K	0.02%	501
2022 Q2	$924K	Buy	2,834 +817	+41%	+$261K	0.01%	569
2022 Q1	$619K	Buy	2,017 +820	+69%	+$223K	0.01%	712
2021 Q4	$298K	Buy	+1,197	New	+$263K	﹤0.01%	979
2020 Q4	–	Sell	-2,036	Closed	-$304K	–	1176
2020 Q3	$304K	Buy	+2,036	New	+$309K	﹤0.01%	1014

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Avantax Advisory Services's MCK Position: Q2 2025 in Review

Avantax Advisory Services increased its McKesson (MCK) stake by 7.6% in Q2 2025, buying an estimated $226K and bringing the position to 4,556 shares worth $3.34M. The position accounts for 0.02% of the portfolio, ranked #583.

Avantax Advisory Services first reported a position in MCK in Q3 2020 and has held it in 16 quarters since. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

Avantax Advisory Services held 4,556 shares of McKesson worth $3.34M as of Q2 2025.
Avantax Advisory Services bought 320 McKesson shares in Q2 2025, an estimated $226K.
McKesson made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #583 holding.
Avantax Advisory Services first reported a position in McKesson in Q3 2020 and has held it in 16 quarters since.
1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.