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Flagship Wealth Advisors’s McKesson MCK Stock Holding History

Flagship 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 		$124K Hold
164
– – 0.03% 190
2026
Q1 		$120K Hold
164
– – 0.05% 136
2025
Q4 		$135K Hold
164
– – 0.04% 145
2025
Q3 		$127K Hold
164
– – 0.04% 147
2025
Q2 		$120K Hold
164
– – 0.05% 147
2025
Q1 		$110K Hold
164
– – 0.05% 146
2024
Q4 		$93.5K Buy
+164
New +$91.8K 0.05% 145

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

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

Flagship Wealth Advisors held its McKesson (MCK) position steady in Q2 2026 at 164 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #190.

Flagship Wealth Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $135K in Q4 2025. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Flagship Wealth Advisors held 164 shares of McKesson worth $124K as of Q2 2026.
  • Flagship Wealth Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.03% of Flagship Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Flagship Wealth Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's McKesson position peaked at $135K in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.