Axxcess Wealth Management’s McKesson MCK Stock Holding History

Axxcess Wealth Management’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	$204K	Buy	+270	New	+$214K	﹤0.01%	1005
2026 Q1	–	Sell	-1,289	Closed	-$1.06M	–	749
2025 Q4	$1.06M	Hold	1,289	–	–	0.02%	500
2025 Q3	$996K	Buy	1,289 +391	+44%	+$275K	0.02%	445
2025 Q2	$658K	Buy	898 +355	+65%	+$251K	0.02%	526
2025 Q1	$365K	Sell	543 -1,629	-75%	-$1.01M	0.01%	623
2024 Q4	$1.24M	Buy	2,172 +117	+6%	+$65.5K	0.03%	364
2024 Q3	$1.02M	Buy	2,055 +1,367	+199%	+$761K	0.02%	388
2024 Q2	$402K	Buy	688 +5	+0.7%	+$2.78K	0.01%	574
2024 Q1	$367K	Sell	683 -63	-8%	-$32K	0.01%	615
2023 Q4	$346K	Sell	746 -1,664	-69%	-$757K	0.01%	607
2023 Q3	$1.05M	Buy	+2,410	New	+$1.02M	0.04%	313

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

Axxcess Wealth Management's MCK Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in McKesson (MCK) in Q2 2026: 270 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MCK as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MCK in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2024. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Axxcess Wealth Management held 270 shares of McKesson worth $204K as of Q2 2026.
McKesson was a new Axxcess Wealth Management position in Q2 2026.
McKesson made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1005 holding.
Axxcess Wealth Management first reported a position in McKesson in Q3 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's McKesson position peaked at $1.24M in Q4 2024.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.