Capital Advisors Wealth Management’s McKesson MCK Stock Holding History

Capital Advisors 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	$272K	Buy	+360	New	+$285K	0.03%	199

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

Capital Advisors Wealth Management's MCK Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in McKesson (MCK) in Q2 2026: 360 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings.

2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Capital Advisors Wealth Management held 360 shares of McKesson worth $272K as of Q2 2026.
McKesson was a new Capital Advisors Wealth Management position in Q2 2026.
McKesson made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #199 holding.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.