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Evolve Private Wealth’s McKesson MCK Stock Holding History

Evolve Private 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 		$653K Sell
863
-485
-36% -$385K 0.04% 417
2026
Q1 		$1.17M Buy
1,348
+247
+22% +$220K 0.06% 293
2025
Q4 		$904K Buy
+1,101
New +$898K 0.05% 327

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

Evolve Private Wealth's MCK Position: Q2 2026 in Review

Evolve Private Wealth reduced its McKesson (MCK) stake by 36% in Q2 2026, selling an estimated $385K and leaving 863 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #417.

Evolve Private Wealth first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2026. 2,007 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Evolve Private Wealth held 863 shares of McKesson worth $653K as of Q2 2026.
  • Evolve Private Wealth sold 485 McKesson shares in Q2 2026, an estimated $385K.
  • McKesson made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #417 holding.
  • Evolve Private Wealth first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's McKesson position peaked at $1.17M in Q1 2026.
  • 2,007 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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