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Avion Wealth’s McKesson MCK Stock Holding History

Avion 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 		$196K Sell
260
-4
-2% -$3.17K 0.04% 120
2026
Q1 		$228K Buy
264
+7
+3% +$6.25K 0.05% 96
2025
Q4 		$210K Buy
257
+16
+7% +$13.1K 0.04% 99
2025
Q3 		$186K Buy
241
+24
+11% +$16.9K 0.04% 107
2025
Q2 		$159K Sell
217
-89
-29% -$62.8K 0.04% 106
2025
Q1 		$174K Hold
306
– – 0.04% 91
2024
Q4 		$174K Buy
306
+98
+47% +$54.9K 0.04% 91
2024
Q3 		$102K Hold
208
– – 0.03% 124
2024
Q2 		$121K Buy
208
+3
+1% +$1.67K 0.03% 102
2024
Q1 		$111K Sell
205
-61
-23% -$31K 0.03% 108
2023
Q4 		$123K Buy
266
+1
+0.4% +$455 0.03% 98
2023
Q3 		$114K Buy
265
+21
+9% +$8.85K 0.03% 95
2023
Q2 		$103K Sell
244
-4
-2% -$1.54K 0.03% 111
2023
Q1 		$93K Buy
248
+8
+3% +$2.89K 0.03% 106
2022
Q4 		$81K Hold
240
– – 0.03% 115
2022
Q3 		$82K Buy
240
+75
+45% +$26K 0.03% 115
2022
Q2 		$54K Hold
165
– – 0.02% 137
2022
Q1 		$51K Hold
165
– – 0.01% 131
2021
Q4 		$41K Buy
+165
New +$36.2K 0.01% 137

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

Avion Wealth's MCK Position: Q2 2026 in Review

Avion Wealth reduced its McKesson (MCK) stake by 1.5% in Q2 2026, selling an estimated $3.17K and leaving 260 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #120.

Avion Wealth first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $228K in Q1 2026. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Avion Wealth held 260 shares of McKesson worth $196K as of Q2 2026.
  • Avion Wealth sold 4 McKesson shares in Q2 2026, an estimated $3.17K.
  • McKesson made up 0.04% of Avion Wealth's portfolio in Q2 2026, its #120 holding.
  • Avion Wealth first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • Avion Wealth's McKesson position peaked at $228K in Q1 2026.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.