Avidian Wealth Enterprises’s McKesson MCK Stock Holding History

Avidian Wealth Enterprises’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	$331K	Buy	438 +24	+6%	+$19K	0.01%	571
2026 Q1	$358K	Buy	414 +94	+29%	+$83.9K	0.01%	510
2025 Q4	$263K	Buy	320 +13	+4%	+$10.6K	0.01%	499
2025 Q3	$237K	Buy	+307	New	+$216K	0.01%	522
2025 Q2	–	Sell	-339	Closed	-$228K	–	568
2025 Q1	$228K	Buy	+339	New	+$210K	0.01%	480
2015 Q1	–	Sell	-1,185	Closed	-$246K	–	44
2014 Q4	$246K	Buy	+1,185	New	+$241K	0.1%	31

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Avidian Wealth Enterprises's MCK Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its McKesson (MCK) stake by 5.8% in Q2 2026, buying an estimated $19K and bringing the position to 438 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #571.

Avidian Wealth Enterprises first reported a position in MCK in Q4 2014 and has held it in 6 quarters since. The position peaked at $358K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Avidian Wealth Enterprises held 438 shares of McKesson worth $331K as of Q2 2026.
Avidian Wealth Enterprises bought 24 McKesson shares in Q2 2026, an estimated $19K.
McKesson made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #571 holding.
Avidian Wealth Enterprises first reported a position in McKesson in Q4 2014 and has held it in 6 quarters since.
Avidian Wealth Enterprises's McKesson position peaked at $358K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.