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Beacon Pointe Advisors’s McKesson MCK Stock Holding History

Beacon Pointe 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 		$15.4M Buy
20,343
+4,202
+26% +$3.33M 0.07% 247
2026
Q1 		$14M Buy
16,141
+967
+6% +$863K 0.07% 244
2025
Q4 		$12.4M Buy
15,174
+796
+6% +$650K 0.09% 212
2025
Q3 		$11.1M Buy
14,378
+1,090
+8% +$768K 0.09% 205
2025
Q2 		$9.74M Buy
13,288
+281
+2% +$198K 0.1% 180
2025
Q1 		$8.75M Buy
13,007
+242
+2% +$150K 0.1% 191
2024
Q4 		$7.27M Sell
12,765
-857
-6% -$480K 0.08% 209
2024
Q3 		$6.73M Buy
13,622
+27
+0.2% +$15K 0.08% 228
2024
Q2 		$7.94M Sell
13,595
-209
-2% -$116K 0.09% 195
2024
Q1 		$7.41M Buy
13,804
+10,622
+334% +$5.39M 0.08% 218
2023
Q4 		$1.47M Sell
3,182
-1,305
-29% -$593K 0.02% 561
2023
Q3 		$1.95M Buy
4,487
+144
+3% +$60.7K 0.02% 463
2023
Q2 		$1.86M Buy
4,343
+1,649
+61% +$634K 0.03% 393
2023
Q1 		$959K Sell
2,694
-74
-3% -$26.7K 0.02% 558
2022
Q4 		$1.04M Buy
2,768
+76
+3% +$28.3K 0.02% 492
2022
Q3 		$915K Buy
2,692
+151
+6% +$52.4K 0.02% 481
2022
Q2 		$830K Sell
2,541
-303
-11% -$96.9K 0.02% 518
2022
Q1 		$871K Buy
2,844
+1,812
+176% +$493K 0.01% 661
2021
Q4 		$257K Sell
1,032
-200
-16% -$43.9K 0.01% 786
2021
Q3 		$246K Sell
1,232
-100
-8% -$20K 0.01% 778
2021
Q2 		$255K Buy
+1,332
New +$257K 0.01% 712

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

Beacon Pointe Advisors's MCK Position: Q2 2026 in Review

Beacon Pointe Advisors increased its McKesson (MCK) stake by 26% in Q2 2026, buying an estimated $3.33M and bringing the position to 20,343 shares worth $15.4M. The position accounts for 0.07% of the portfolio, ranked #247.

Beacon Pointe Advisors first reported a position in MCK in Q2 2021 and has held it in 21 quarters since. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Beacon Pointe Advisors held 20,343 shares of McKesson worth $15.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 4,202 McKesson shares in Q2 2026, an estimated $3.33M.
  • McKesson made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #247 holding.
  • Beacon Pointe Advisors first reported a position in McKesson in Q2 2021 and has held it in 21 quarters since.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.