Avantax Planning Partners’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Sell |
1,909
-5
| -0.3% | -$3.96K | 0.04% | 167 |
|
|
2026
Q1 | $1.66M | Sell |
1,914
-2
| -0.1% | -$1.78K | 0.05% | 147 |
|
|
2025
Q4 | $1.57M | Buy |
1,916
+1
| +0.1% | +$816 | 0.04% | 154 |
|
|
2025
Q3 | $1.48M | Buy |
1,915
+1
| +0.1% | +$704 | 0.04% | 157 |
|
|
2025
Q2 | $1.4M | Hold |
1,914
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $1.29M | Sell |
1,914
-87
| -4% | -$53.8K | 0.05% | 164 |
|
|
2024
Q4 | $1.14M | Buy |
2,001
+1
| +0.1% | +$560 | 0.04% | 173 |
|
|
2024
Q3 | $989K | Sell |
2,000
-48
| -2% | -$26.7K | 0.04% | 180 |
|
|
2024
Q2 | $1.2M | Buy |
2,048
+59
| +3% | +$32.8K | 0.04% | 191 |
|
|
2024
Q1 | $1.07M | Buy |
1,989
+1
| +0.1% | +$508 | 0.03% | 208 |
|
|
2023
Q4 | $920K | Sell |
1,988
-2
| -0.1% | -$909 | 0.04% | 178 |
|
|
2023
Q3 | $865K | Buy |
1,990
+4
| +0.2% | +$1.69K | 0.04% | 173 |
|
|
2023
Q2 | $849K | Sell |
1,986
-74
| -4% | -$28.4K | 0.03% | 179 |
|
|
2023
Q1 | $734K | Sell |
2,060
-607
| -23% | -$219K | 0.03% | 198 |
|
|
2022
Q4 | $1M | Sell |
2,667
-1
| -0% | -$373 | 0.04% | 167 |
|
|
2022
Q3 | $907K | Sell |
2,668
-1,181
| -31% | -$410K | 0.04% | 160 |
|
|
2022
Q2 | $1.26M | Sell |
3,849
-647
| -14% | -$207K | 0.05% | 130 |
|
|
2022
Q1 | $1.38M | Sell |
4,496
-2
| -0% | -$544 | 0.05% | 130 |
|
|
2021
Q4 | $1.12M | Buy |
4,498
+1
| +0% | +$220 | 0.05% | 152 |
|
|
2021
Q3 | $897K | Sell |
4,497
-56
| -1% | -$11.2K | 0.04% | 148 |
|
|
2021
Q2 | $871K | Buy |
4,553
+54
| +1% | +$10.4K | 0.04% | 144 |
|
|
2021
Q1 | $877K | Buy |
4,499
+6
| +0.1% | +$1.09K | 0.05% | 141 |
|
|
2020
Q4 | $781K | Buy |
4,493
+92
| +2% | +$15.3K | 0.04% | 144 |
|
|
2020
Q3 | $655K | Buy |
4,401
+2
| +0% | +$304 | 0.03% | 160 |
|
|
2020
Q2 | $675K | Sell |
4,399
-2
| -0% | -$289 | 0.04% | 148 |
|
|
2020
Q1 | $595K | Buy |
4,401
+2
| +0% | +$293 | 0.04% | 140 |
|
|
2019
Q4 | $608K | Buy |
4,399
+4
| +0.1% | +$565 | 0.04% | 152 |
|
|
2019
Q3 | $601K | Buy |
4,395
+125
| +3% | +$17.7K | 0.04% | 148 |
|
|
2019
Q2 | $600K | Hold |
4,270
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $500K | Buy |
4,270
+1,183
| +38% | +$146K | 0.03% | 163 |
|
|
2018
Q4 | $341K | Sell |
3,087
-31
| -1% | -$3.87K | 0.03% | 182 |
|
|
2018
Q3 | $414K | Sell |
3,118
-225
| -7% | -$29.3K | 0.03% | 154 |
|
|
2018
Q2 | $446K | Sell |
3,343
-20
| -0.6% | -$2.92K | 0.04% | 138 |
|
|
2018
Q1 | $474K | Sell |
3,363
-120
| -3% | -$18.7K | 0.04% | 179 |
|
|
2017
Q4 | $543K | Sell |
3,483
-40
| -1% | -$5.93K | 0.05% | 159 |
|
|
2017
Q3 | $541K | Sell |
3,523
-500
| -12% | -$78K | 0.04% | 198 |
|
|
2017
Q2 | $662K | Sell |
4,023
-6
| -0.1% | -$910 | 0.06% | 156 |
|
|
2017
Q1 | $597K | Sell |
4,029
-197
| -5% | -$28.9K | 0.05% | 163 |
|
|
2016
Q4 | $594K | Buy |
+4,226
| New | +$622K | 0.06% | 145 |
|
Other funds holding MCK
Avantax Planning Partners's MCK Position: Q2 2026 in Review
Avantax Planning Partners reduced its McKesson (MCK) stake by 0.26% in Q2 2026, selling an estimated $3.96K and leaving 1,909 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #167.
Avantax Planning Partners first reported a position in MCK in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.66M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Avantax Planning Partners held 1,909 shares of McKesson worth $1.44M as of Q2 2026.
- Avantax Planning Partners sold 5 McKesson shares in Q2 2026, an estimated $3.96K.
- McKesson made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #167 holding.
- Avantax Planning Partners first reported a position in McKesson in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's McKesson position peaked at $1.66M in Q1 2026.
- 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.