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Basecamp Wealth Advisors’s McKesson MCK Stock Holding History

Basecamp Wealth Advisors’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 		$603K Sell
798
-17
-2% -$13.5K 0.11% 102
2026
Q1 		$705K Hold
815
– – 0.15% 80
2025
Q4 		$669K Buy
+815
New +$665K 0.14% 81

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

Basecamp Wealth Advisors's MCK Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its McKesson (MCK) stake by 2.1% in Q2 2026, selling an estimated $13.5K and leaving 798 shares worth $603K. The position accounts for 0.11% of the portfolio, ranked #102.

Basecamp Wealth Advisors first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $705K in Q1 2026. 1,991 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Basecamp Wealth Advisors held 798 shares of McKesson worth $603K as of Q2 2026.
  • Basecamp Wealth Advisors sold 17 McKesson shares in Q2 2026, an estimated $13.5K.
  • McKesson made up 0.11% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Basecamp Wealth Advisors first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's McKesson position peaked at $705K in Q1 2026.
  • 1,991 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.