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Crux Wealth Advisors’s McKesson MCK Stock Holding History

Crux 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 		$952K Sell
1,259
-69
-5% -$54.7K 0.33% 81
2026
Q1 		$1.15M Sell
1,328
-79
-6% -$70.5K 0.44% 68
2025
Q4 		$1.15M Sell
1,407
-8
-0.6% -$6.53K 0.43% 73
2025
Q3 		$1.09M Buy
1,415
+108
+8% +$76.1K 0.43% 68
2025
Q2 		$958K Buy
1,307
+395
+43% +$279K 0.41% 69
2025
Q1 		$614K Buy
912
+402
+79% +$249K 0.32% 93
2024
Q4 		$291K Buy
+510
New +$286K 0.16% 130

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

Crux Wealth Advisors's MCK Position: Q2 2026 in Review

Crux Wealth Advisors reduced its McKesson (MCK) stake by 5.2% in Q2 2026, selling an estimated $54.7K and leaving 1,259 shares worth $952K. The position accounts for 0.33% of the portfolio, ranked #81.

Crux Wealth Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Crux Wealth Advisors held 1,259 shares of McKesson worth $952K as of Q2 2026.
  • Crux Wealth Advisors sold 69 McKesson shares in Q2 2026, an estimated $54.7K.
  • McKesson made up 0.33% of Crux Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Crux Wealth Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's McKesson position peaked at $1.15M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.