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Center for Wealth Management Advisory’s McKesson MCK Stock Holding History

Center for Wealth Management Advisory’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 		– Sell
-235
Closed -$203K – 66
2026
Q1 		$203K Sell
235
-27
-10% -$24.1K 0.15% 62
2025
Q4 		$215K Buy
+262
New +$214K 0.16% 59

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

Center for Wealth Management Advisory's MCK Position: Q2 2026 in Review

Center for Wealth Management Advisory sold out of McKesson (MCK) in Q2 2026, closing a stake of 235 shares — an estimated $203K sold.

Center for Wealth Management Advisory first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Center for Wealth Management Advisory reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Center for Wealth Management Advisory sold 235 McKesson shares in Q2 2026, an estimated $203K.
  • Center for Wealth Management Advisory first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
  • Center for Wealth Management Advisory's McKesson position peaked at $215K in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.