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EP Wealth Advisors’s McKesson MCK Stock Holding History

EP 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 		$13.7M Buy
18,168
+538
+3% +$427K 0.05% 231
2026
Q1 		$15.3M Sell
17,630
-8,013
-31% -$7.15M 0.08% 172
2025
Q4 		$21M Buy
+25,643
New +$20.9M 0.11% 124
2025
Q2 		$19.3M Sell
26,281
-221
-0.8% -$156K 0.13% 131
2025
Q1 		$17.8M Buy
26,502
+377
+1% +$233K 0.14% 118
2024
Q4 		$14.9M Buy
26,125
+1,867
+8% +$1.05M 0.12% 124
2024
Q3 		$12M Buy
24,258
+4,804
+25% +$2.68M 0.1% 128
2024
Q2 		$11.4M Sell
19,454
-16
-0.1% -$8.91K 0.12% 111
2024
Q1 		$10.5M Buy
19,470
+204
+1% +$104K 0.12% 105
2023
Q4 		$8.92M Sell
19,266
-1,293
-6% -$588K 0.11% 115
2023
Q3 		$8.94M Sell
20,559
-11,525
-36% -$4.86M 0.14% 107
2023
Q2 		$8.82M Buy
32,084
+23,076
+256% +$8.87M 0.13% 111
2023
Q1 		$755K Sell
9,008
-13,196
-59% -$4.77M 0.01% 342
2022
Q4 		$8.33M Sell
22,204
-146
-0.7% -$54.5K 0.15% 96
2022
Q3 		$7.6M Buy
22,350
+14,232
+175% +$4.94M 0.17% 94
2022
Q2 		$2.65M Sell
8,118
-26
-0.3% -$8.32K 0.06% 167
2022
Q1 		$2.49M Sell
8,144
-31
-0.4% -$8.43K 0.05% 179
2021
Q4 		$2.03M Buy
8,175
+122
+2% +$26.8K 0.05% 183
2021
Q3 		$1.61M Sell
8,053
-3,121
-28% -$624K 0.04% 188
2021
Q2 		$2.14M Sell
11,174
-1,194
-10% -$231K 0.06% 172
2021
Q1 		$2.41M Buy
+12,368
New +$2.26M 0.08% 152

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

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

EP Wealth Advisors increased its McKesson (MCK) stake by 3.1% in Q2 2026, buying an estimated $427K and bringing the position to 18,168 shares worth $13.7M. The position accounts for 0.05% of the portfolio, ranked #231.

EP Wealth Advisors first reported a position in MCK in Q1 2021 and has held it in 21 quarters since. The position peaked at $21M in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • EP Wealth Advisors held 18,168 shares of McKesson worth $13.7M as of Q2 2026.
  • EP Wealth Advisors bought 538 McKesson shares in Q2 2026, an estimated $427K.
  • McKesson made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • EP Wealth Advisors first reported a position in McKesson in Q1 2021 and has held it in 21 quarters since.
  • EP Wealth Advisors's McKesson position peaked at $21M in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.