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Exencial Wealth Advisors’s McKesson MCK Stock Holding History

Exencial 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
Q1 		$220K Sell
254
-469
-65% -$419K 0.01% 538
2025
Q4 		$593K Buy
+723
New +$590K 0.02% 364

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's MCK Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its McKesson (MCK) stake by 65% in Q1 2026, selling an estimated $419K and leaving 254 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #538.

Exencial Wealth Advisors first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. The position peaked at $593K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Exencial Wealth Advisors held 254 shares of McKesson worth $220K as of Q1 2026.
  • Exencial Wealth Advisors sold 469 McKesson shares in Q1 2026, an estimated $419K.
  • McKesson made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #538 holding.
  • Exencial Wealth Advisors first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • Exencial Wealth Advisors's McKesson position peaked at $593K in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.