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
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: Q1 2026 in Review

Diversify Advisory Services increased its McKesson (MCK) stake by 29% in Q1 2026, buying an estimated $65.2K and bringing the position to 322 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #181.

Diversify Advisory Services first reported a position in MCK in Q2 2025 and has held it in 4 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Diversify Advisory Services held 322 shares of McKesson worth $265K as of Q1 2026.
  • Diversify Advisory Services bought 73 McKesson shares in Q1 2026, an estimated $65.2K.
  • McKesson made up 0.04% of Diversify Advisory Services's portfolio in Q1 2026, its #181 holding.
  • Diversify Advisory Services first reported a position in McKesson in Q2 2025 and has held it in 4 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.