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Etesian Wealth Advisors’s McKesson MCK Stock Holding History

Etesian 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 		$358K Hold
474
– – 0.11% 106
2026
Q1 		$410K Sell
474
-183
-28% -$163K 0.13% 98
2025
Q4 		$539K Hold
657
– – 0.17% 90
2025
Q3 		$508K Hold
657
– – 0.17% 94
2025
Q2 		$481K Hold
657
– – 0.18% 97
2025
Q1 		$442K Sell
657
-5
-0.8% -$3.09K 0.19% 99
2024
Q4 		$377K Buy
662
+5
+0.8% +$2.8K 0.17% 113
2024
Q3 		$325K Sell
657
-20
-3% -$11.1K 0.15% 121
2024
Q2 		$395K Sell
677
-66
-9% -$36.7K 0.22% 95
2024
Q1 		$399K Sell
743
-142
-16% -$72.1K 0.23% 94
2023
Q4 		$405K Sell
885
-6
-0.7% -$2.73K 0.24% 91
2023
Q3 		$387K Sell
891
-182
-17% -$76.7K 0.26% 91
2023
Q2 		$459K Sell
1,073
-248
-19% -$95.3K 0.3% 88
2023
Q1 		$470K Hold
1,321
– – 0.31% 87
2022
Q4 		$496K Buy
+1,321
New +$493K 0.36% 86

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

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

Etesian Wealth Advisors held its McKesson (MCK) position steady in Q2 2026 at 474 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #106.

Etesian Wealth Advisors first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $539K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Etesian Wealth Advisors held 474 shares of McKesson worth $358K as of Q2 2026.
  • Etesian Wealth Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.11% of Etesian Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Etesian Wealth Advisors first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's McKesson position peaked at $539K in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.