Diversify Advisory Services’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$972K Buy
1,143
+821
+255% +$651K 0.02% 641
2026
Q1
$265K Buy
322
+73
+29% +$65.2K 0.04% 181
2025
Q4
$209K Sell
249
-43
-15% -$35.1K 0.01% 869
2025
Q3
$240K Sell
292
-31
-10% -$21.8K 0.01% 790
2025
Q2
$213K Buy
+323
New +$228K 0.01% 775

Other funds holding MCK

Diversify Advisory Services's MCK Position: Q2 2026 in Review

Diversify Advisory Services increased its McKesson (MCK) stake by 255% in Q2 2026, buying an estimated $651K and bringing the position to 1,143 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #641.

Diversify Advisory Services first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Diversify Advisory Services held 1,143 shares of McKesson worth $972K as of Q2 2026.
  • Diversify Advisory Services bought 821 McKesson shares in Q2 2026, an estimated $651K.
  • McKesson made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #641 holding.
  • Diversify Advisory Services first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.