Cerro Pacific Wealth Advisors’s McKesson MCK Stock Holding History

Cerro Pacific 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	$596K	Sell	789 -4	-0.5%	-$3.17K	0.13%	107
2026 Q1	$686K	Hold	793	–	–	0.18%	90
2025 Q4	$650K	Hold	793	–	–	0.18%	90
2025 Q3	$613K	Sell	793 -130	-14%	-$91.6K	0.17%	97
2025 Q2	$676K	Sell	923 -43	-4%	-$30.3K	0.19%	95
2025 Q1	$551K	Sell	966 -285	-23%	-$176K	0.18%	97
2024 Q4	$619K	Buy	1,251 +36	+3%	+$20.2K	0.2%	95
2024 Q3	$710K	Hold	1,215	–	–	0.27%	77
2024 Q2	$710K	Buy	+1,215	New	+$676K	0.27%	78
2023 Q1	$619K	Sell	1,738 -1,807	-51%	-$653K	0.34%	74
2022 Q4	$1.33M	Sell	3,545 -497	-12%	-$185K	0.71%	39
2022 Q3	$1.37M	Sell	4,042 -1,026	-20%	-$356K	0.83%	32
2022 Q2	$1.65M	Sell	5,068 -626	-11%	-$200K	1.03%	21
2022 Q1	$1.74M	Buy	5,694 +61	+1%	+$16.6K	1.07%	19
2021 Q4	$1.4M	Buy	5,633 +72	+1%	+$15.8K	0.89%	24
2021 Q3	$1.11M	Buy	5,561 +96	+2%	+$19.2K	0.8%	28
2021 Q2	$1.04M	Buy	+5,465	New	+$1.06M	0.78%	36

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

Cerro Pacific Wealth Advisors's MCK Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its McKesson (MCK) stake by 0.5% in Q2 2026, selling an estimated $3.17K and leaving 789 shares worth $596K. The position accounts for 0.13% of the portfolio, ranked #107.

Cerro Pacific Wealth Advisors first reported a position in MCK in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.74M in Q1 2022. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Cerro Pacific Wealth Advisors held 789 shares of McKesson worth $596K as of Q2 2026.
Cerro Pacific Wealth Advisors sold 4 McKesson shares in Q2 2026, an estimated $3.17K.
McKesson made up 0.13% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Cerro Pacific Wealth Advisors first reported a position in McKesson in Q2 2021 and has held it in 17 quarters since.
Cerro Pacific Wealth Advisors's McKesson position peaked at $1.74M in Q1 2022.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.