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CreativeOne Wealth’s McKesson MCK Stock Holding History

CreativeOne Wealth’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 		$3.89M Sell
5,152
-1,728
-25% -$1.37M 0.08% 224
2026
Q1 		$5.95M Buy
6,880
+568
+9% +$507K 0.14% 138
2025
Q4 		$5.18M Sell
6,312
-504
-7% -$411K 0.13% 143
2025
Q3 		$5.27M Sell
6,816
-688
-9% -$485K 0.13% 145
2025
Q2 		$5.5M Sell
7,504
-1,221
-14% -$862K 0.14% 143
2025
Q1 		$5.87M Sell
8,725
-945
-10% -$584K 0.18% 119
2024
Q4 		$5.51M Buy
9,670
+3,057
+46% +$1.71M 0.17% 120
2024
Q3 		$3.27M Buy
6,613
+364
+6% +$203K 0.11% 173
2024
Q2 		$3.65M Sell
6,249
-39
-0.6% -$21.7K 0.18% 114
2024
Q1 		$3.38M Buy
6,288
+5,169
+462% +$2.62M 0.13% 140
2023
Q4 		$518K Buy
1,119
+372
+50% +$169K 0.03% 362
2023
Q3 		$324K Sell
747
-298
-29% -$126K 0.02% 423
2023
Q2 		$446K Buy
1,045
+142
+16% +$54.6K 0.02% 527
2023
Q1 		$322K Buy
903
+236
+35% +$85.2K 0.02% 612
2022
Q4 		$250K Sell
667
-23
-3% -$8.58K 0.01% 636
2022
Q3 		$235K Sell
690
-197
-22% -$68.4K 0.01% 627
2022
Q2 		$289K Buy
887
+138
+18% +$44.2K 0.02% 571
2022
Q1 		$229K Buy
+749
New +$204K 0.01% 667

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

CreativeOne Wealth's MCK Position: Q2 2026 in Review

CreativeOne Wealth reduced its McKesson (MCK) stake by 25% in Q2 2026, selling an estimated $1.37M and leaving 5,152 shares worth $3.89M. The position accounts for 0.08% of the portfolio, ranked #224.

CreativeOne Wealth first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.95M in Q1 2026. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • CreativeOne Wealth held 5,152 shares of McKesson worth $3.89M as of Q2 2026.
  • CreativeOne Wealth sold 1,728 McKesson shares in Q2 2026, an estimated $1.37M.
  • McKesson made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #224 holding.
  • CreativeOne Wealth first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
  • CreativeOne Wealth's McKesson position peaked at $5.95M in Q1 2026.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.