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Evoke Wealth’s McKesson MCK Stock Holding History

Evoke Wealth’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 		– Sell
-1,504
Closed -$1.3M – 383
2026
Q1 		$1.3M Buy
1,504
+172
+13% +$154K 0.02% 234
2025
Q4 		$1.09M Buy
1,332
+74
+6% +$60.4K 0.02% 252
2025
Q3 		$973K Sell
1,258
-94
-7% -$66.2K 0.02% 255
2025
Q2 		$992K Buy
1,352
+174
+15% +$123K 0.02% 234
2025
Q1 		$793K Buy
1,178
+223
+23% +$138K 0.02% 217
2024
Q4 		$545K Buy
955
+177
+23% +$99.1K 0.02% 253
2024
Q3 		$385K Buy
+778
New +$433K 0.01% 297
2024
Q2 		– Sell
-742
Closed -$399K – 274
2024
Q1 		$399K Buy
+742
New +$377K 0.01% 290
2023
Q4 		– Sell
-1,200
Closed -$522K – 245
2023
Q3 		$522K Sell
1,200
-8
-0.7% -$3.37K 0.02% 232
2023
Q2 		$517K Buy
1,208
+277
+30% +$106K 0.02% 214
2023
Q1 		$332K Sell
931
-131
-12% -$47.3K 0.01% 264
2022
Q4 		$399K Sell
1,062
-115
-10% -$42.9K 0.01% 244
2022
Q3 		$401K Hold
1,177
– – 0.02% 234
2022
Q2 		$384K Buy
1,177
+5
+0.4% +$1.6K 0.01% 248
2022
Q1 		$359K Buy
1,172
+13
+1% +$3.54K 0.01% 265
2021
Q4 		$289K Buy
1,159
+66
+6% +$14.5K 0.01% 306
2021
Q3 		$218K Sell
1,093
-1
-0.1% -$200 0.01% 330
2021
Q2 		$210K Sell
1,094
-38
-3% -$7.34K 0.01% 343
2021
Q1 		$221K Buy
1,132
+39
+4% +$7.12K 0.01% 293
2020
Q4 		$191K Buy
1,093
+9
+0.8% +$1.5K 0.01% 239
2020
Q3 		$162K Sell
1,084
-16
-1% -$2.43K 0.01% 231
2020
Q2 		$169K Sell
1,100
-36
-3% -$5.2K 0.02% 212
2020
Q1 		$154K Sell
1,136
-2
-0.2% -$293 0.02% 211
2019
Q4 		$158K Sell
1,138
-22
-2% -$3.11K 0.02% 257
2019
Q3 		$159K Buy
+1,160
New +$165K 0.02% 298

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

Evoke Wealth's MCK Position: Q2 2026 in Review

Evoke Wealth sold out of McKesson (MCK) in Q2 2026, closing a stake of 1,504 shares — an estimated $1.3M sold.

Evoke Wealth first reported a position in MCK in Q3 2019 and held it in 25 quarters. The position peaked at $1.3M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Evoke Wealth reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,504 McKesson shares in Q2 2026, an estimated $1.3M.
  • Evoke Wealth first reported a position in McKesson in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's McKesson position peaked at $1.3M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.