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Fi3 Financial Advisors’s McKesson MCK Stock Holding History

Fi3 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 		– Sell
-415
Closed -$360K – 257
2026
Q1 		$360K Buy
415
+48
+13% +$42.8K 0.1% 113
2025
Q4 		$301K Buy
367
+75
+26% +$61.2K 0.09% 128
2025
Q3 		$226K Sell
292
-53
-15% -$37.3K 0.08% 139
2025
Q2 		$253K Buy
345
+25
+8% +$17.6K 0.09% 117
2025
Q1 		$215K Buy
+320
New +$198K 0.09% 116

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

Fi3 Financial Advisors's MCK Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 415 shares — an estimated $360K sold.

Fi3 Financial Advisors first reported a position in MCK in Q1 2025 and held it in 5 quarters. The position peaked at $360K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 415 McKesson shares in Q2 2026, an estimated $360K.
  • Fi3 Financial Advisors first reported a position in McKesson in Q1 2025 and held it in 5 quarters.
  • Fi3 Financial Advisors's McKesson position peaked at $360K in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.