Garrett Wealth Advisory Group’s McKesson MCK Stock Holding History

Garrett Wealth Advisory Group’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	$265K	Sell	351 -6	-2%	-$4.76K	0.04%	125
2026 Q1	$309K	Buy	357 +112	+46%	+$100K	0.06%	107
2025 Q4	$201K	Buy	+245	New	+$200K	0.04%	118
2024 Q4	–	Sell	-470	Closed	-$232K	–	103
2024 Q3	$232K	Hold	470	–	–	0.06%	88
2024 Q2	$275K	Hold	470	–	–	0.1%	71
2024 Q1	$252K	Hold	470	–	–	0.1%	58
2023 Q4	$217K	Hold	470	–	–	0.09%	57
2023 Q3	$204K	Sell	470 -19	-4%	-$8.01K	0.09%	56
2023 Q2	$209K	Buy	+489	New	+$188K	0.09%	55
2020 Q4	–	Sell	-4,922	Closed	-$733K	–	50
2020 Q3	$733K	Sell	4,922 -4	-0.1%	-$607	0.58%	24
2020 Q2	$755K	Sell	4,926 -46	-0.9%	-$6.64K	0.6%	24
2020 Q1	$672K	Buy	4,972 +50	+1%	+$7.32K	0.64%	24
2019 Q4	$682K	Sell	4,922 -219	-4%	-$31K	0.5%	27
2019 Q3	$703K	Buy	5,141 +1	+0%	+$142	0.49%	28
2019 Q2	$692K	Hold	5,140	–	–	0.55%	28
2019 Q1	$601K	Sell	5,140 -61	-1%	-$7.53K	0.49%	27
2018 Q4	$575K	Buy	+5,201	New	+$649K	0.52%	22

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Garrett Wealth Advisory Group's MCK Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its McKesson (MCK) stake by 1.7% in Q2 2026, selling an estimated $4.76K and leaving 351 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #125.

Garrett Wealth Advisory Group first reported a position in MCK in Q4 2018 and has held it in 17 quarters since. The position peaked at $755K in Q2 2020. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Garrett Wealth Advisory Group held 351 shares of McKesson worth $265K as of Q2 2026.
Garrett Wealth Advisory Group sold 6 McKesson shares in Q2 2026, an estimated $4.76K.
McKesson made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #125 holding.
Garrett Wealth Advisory Group first reported a position in McKesson in Q4 2018 and has held it in 17 quarters since.
Garrett Wealth Advisory Group's McKesson position peaked at $755K in Q2 2020.
1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.