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Aventura Private Wealth’s McKesson MCK Stock Holding History

Aventura Private Wealth’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 		$104K Hold
138
– – 0.03% 244
2026
Q1 		$119K Buy
138
+2
+1% +$1.78K 0.04% 202
2025
Q4 		$112K Buy
136
+9
+7% +$7.34K 0.04% 206
2025
Q3 		$98.1K Buy
127
+80
+170% +$56.3K 0.04% 226
2025
Q2 		$34.4K Hold
47
– – 0.01% 314
2025
Q1 		$31.6K Hold
47
– – 0.02% 307
2024
Q4 		$26.8K Buy
+47
New +$26.3K 0.01% 320

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 $3.37T AUM 44.26% 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

Aventura Private Wealth's MCK Position: Q2 2026 in Review

Aventura Private Wealth held its McKesson (MCK) position steady in Q2 2026 at 138 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #244.

Aventura Private Wealth first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Aventura Private Wealth held 138 shares of McKesson worth $104K as of Q2 2026.
  • Aventura Private Wealth left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #244 holding.
  • Aventura Private Wealth first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's McKesson position peaked at $119K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.