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Evernest Financial Advisors’s McKesson MCK Stock Holding History

Evernest Financial 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 		$649K Hold
859
– – 0.14% 104
2026
Q1 		$712K Hold
859
– – 0.15% 96
2025
Q4 		$827K Sell
859
-64
-7% -$52.2K 0.17% 89
2025
Q3 		$713K Hold
923
– – 0.2% 96
2025
Q2 		$676K Buy
923
+64
+7% +$45.2K 0.22% 91
2025
Q1 		$578K Hold
859
– – 0.21% 95
2024
Q4 		$490K Buy
+859
New +$481K 0.13% 111

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

Evernest Financial Advisors's MCK Position: Q2 2026 in Review

Evernest Financial Advisors held its McKesson (MCK) position steady in Q2 2026 at 859 shares worth $649K. The position accounts for 0.14% of the portfolio, ranked #104.

Evernest Financial Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $827K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Evernest Financial Advisors held 859 shares of McKesson worth $649K as of Q2 2026.
  • Evernest Financial Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.14% of Evernest Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Evernest Financial Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Evernest Financial Advisors's McKesson position peaked at $827K in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.