Beaumont Financial Advisors’s McKesson MCK Stock Holding History

Beaumont Financial 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	$320K	Sell	424 -25	-6%	-$19.8K	0.02%	304
2026 Q1	$389K	Buy	449 +25	+6%	+$22.3K	0.03%	266
2025 Q4	$348K	Buy	424 +1	+0.2%	+$816	0.02%	278
2025 Q3	$327K	Sell	423 -1	-0.2%	-$704	0.02%	300
2025 Q2	$311K	Buy	424 +13	+3%	+$9.17K	0.02%	287
2025 Q1	$277K	Buy	411 +12	+3%	+$7.42K	0.02%	303
2024 Q4	$227K	Buy	+399	New	+$223K	0.02%	337
2024 Q3	–	Sell	-390	Closed	-$228K	–	368
2024 Q2	$228K	Buy	390 +7	+2%	+$3.9K	0.02%	324
2024 Q1	$206K	Buy	+383	New	+$194K	0.02%	348

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

Beaumont Financial Advisors's MCK Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its McKesson (MCK) stake by 5.6% in Q2 2026, selling an estimated $19.8K and leaving 424 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #304.

Beaumont Financial Advisors first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $389K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Beaumont Financial Advisors held 424 shares of McKesson worth $320K as of Q2 2026.
Beaumont Financial Advisors sold 25 McKesson shares in Q2 2026, an estimated $19.8K.
McKesson made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #304 holding.
Beaumont Financial Advisors first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
Beaumont Financial Advisors's McKesson position peaked at $389K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.