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EverSource Wealth Advisors’s McKesson MCK Stock Holding History

EverSource 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 		$1.61M Sell
2,133
-1,663
-44% -$1.32M 0.05% 254
2026
Q1 		$3.28M Buy
3,796
+1,515
+66% +$1.35M 0.1% 156
2025
Q4 		$1.87M Buy
2,281
+34
+2% +$27.7K 0.07% 199
2025
Q3 		$1.74M Sell
2,247
-154
-6% -$108K 0.07% 192
2025
Q2 		$1.76M Buy
2,401
+366
+18% +$258K 0.08% 183
2025
Q1 		$1.37M Buy
2,035
+28
+1% +$17.3K 0.08% 200
2024
Q4 		$1.14M Buy
2,007
+144
+8% +$80.6K 0.06% 223
2024
Q3 		$921K Buy
1,863
+10
+0.5% +$5.57K 0.06% 229
2024
Q2 		$1.14M Buy
1,853
+197
+12% +$110K 0.08% 199
2024
Q1 		$890K Buy
1,656
+8
+0.5% +$4.06K 0.07% 197
2023
Q4 		$763K Buy
1,648
+14
+0.9% +$6.37K 0.07% 192
2023
Q3 		$710K Sell
1,634
-68
-4% -$28.7K 0.08% 189
2023
Q2 		$727K Buy
1,702
+67
+4% +$25.8K 0.08% 195
2023
Q1 		$582K Sell
1,635
-3
-0.2% -$1.08K 0.07% 199
2022
Q4 		$614K Sell
1,638
-370
-18% -$138K 0.09% 174
2022
Q3 		$682K Buy
2,008
+1,912
+1,992% +$664K 0.16% 128
2022
Q2 		$31K Buy
96
+18
+23% +$5.76K 0.01% 723
2022
Q1 		$24K Sell
78
-72
-48% -$19.6K 0.01% 635
2021
Q4 		$37K Buy
+150
New +$32.9K 0.01% 484

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

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

EverSource Wealth Advisors reduced its McKesson (MCK) stake by 44% in Q2 2026, selling an estimated $1.32M and leaving 2,133 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #254.

EverSource Wealth Advisors first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.28M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • EverSource Wealth Advisors held 2,133 shares of McKesson worth $1.61M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,663 McKesson shares in Q2 2026, an estimated $1.32M.
  • McKesson made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • EverSource Wealth Advisors first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's McKesson position peaked at $3.28M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.