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Forvis Mazars Wealth Advisors’s McKesson MCK Stock Holding History

Forvis Mazars 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 		$5.73M Sell
7,583
-112
-1% -$88.8K 0.1% 88
2026
Q1 		$6.66M Sell
7,695
-433
-5% -$386K 0.13% 80
2025
Q4 		$6.67M Sell
8,128
-312
-4% -$255K 0.13% 80
2025
Q3 		$6.52M Sell
8,440
-299
-3% -$211K 0.13% 80
2025
Q2 		$6.4M Sell
8,739
-213
-2% -$150K 0.14% 82
2025
Q1 		$6.02M Buy
8,952
+60
+0.7% +$37.1K 0.14% 76
2024
Q4 		$5.07M Sell
8,892
-180
-2% -$101K 0.12% 87
2024
Q3 		$4.49M Sell
9,072
-256
-3% -$143K 0.1% 99
2024
Q2 		$5.45M Sell
9,328
-105
-1% -$58.5K 0.14% 85
2024
Q1 		$5.06M Sell
9,433
-410
-4% -$208K 0.13% 87
2023
Q4 		$4.56M Sell
9,843
-342
-3% -$156K 0.13% 87
2023
Q3 		$4.43M Sell
10,185
-4,009
-28% -$1.69M 0.13% 87
2023
Q2 		$6.07M Buy
14,194
+3,553
+33% +$1.37M 0.18% 82
2023
Q1 		$3.79M Buy
10,641
+267
+3% +$96.4K 0.12% 103
2022
Q4 		$3.89M Sell
10,374
-110
-1% -$41K 0.14% 95
2022
Q3 		$3.56M Buy
10,484
+191
+2% +$66.3K 0.14% 94
2022
Q2 		$3.36M Sell
10,293
-263
-2% -$84.1K 0.14% 88
2022
Q1 		$3.23M Buy
10,556
+392
+4% +$107K 0.14% 80
2021
Q4 		$2.53M Buy
10,164
+124
+1% +$27.2K 0.11% 87
2021
Q3 		$2M Buy
10,040
+358
+4% +$71.6K 0.09% 96
2021
Q2 		$1.85M Buy
9,682
+557
+6% +$108K 0.09% 97
2021
Q1 		$1.78M Buy
9,125
+885
+11% +$162K 0.09% 101
2020
Q4 		$1.43M Buy
8,240
+1,118
+16% +$186K 0.07% 126
2020
Q3 		$1.06M Buy
7,122
+1,972
+38% +$299K 0.06% 130
2020
Q2 		$790K Buy
5,150
+2,333
+83% +$337K 0.05% 149
2020
Q1 		$381K Buy
2,817
+1,371
+95% +$201K 0.03% 195
2019
Q4 		$200K Buy
+1,446
New +$204K 0.01% 284
2016
Q1 		– Sell
-1,623
Closed -$320K – 196
2015
Q4 		$320K Buy
1,623
+34
+2% +$6.42K 0.05% 145
2015
Q3 		$294K Buy
+1,589
New +$337K 0.05% 138

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

Forvis Mazars Wealth Advisors's MCK Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its McKesson (MCK) stake by 1.5% in Q2 2026, selling an estimated $88.8K and leaving 7,583 shares worth $5.73M. The position accounts for 0.1% of the portfolio, ranked #88.

Forvis Mazars Wealth Advisors first reported a position in MCK in Q3 2015 and has held it in 29 quarters since. The position peaked at $6.67M in Q4 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 7,583 shares of McKesson worth $5.73M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 112 McKesson shares in Q2 2026, an estimated $88.8K.
  • McKesson made up 0.1% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Forvis Mazars Wealth Advisors first reported a position in McKesson in Q3 2015 and has held it in 29 quarters since.
  • Forvis Mazars Wealth Advisors's McKesson position peaked at $6.67M in Q4 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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