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Global Wealth Management Investment Advisory’s McKesson MCK Stock Holding History

Global Wealth Management Investment Advisory’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 		$3.72M Buy
4,921
+385
+8% +$305K 0.53% 69
2026
Q1 		$3.93M Buy
4,536
+224
+5% +$200K 0.61% 66
2025
Q4 		$3.54M Buy
+4,312
New +$3.52M 0.57% 66

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

Global Wealth Management Investment Advisory's MCK Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its McKesson (MCK) stake by 8.5% in Q2 2026, buying an estimated $305K and bringing the position to 4,921 shares worth $3.72M. The position accounts for 0.53% of the portfolio, ranked #69.

Global Wealth Management Investment Advisory first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.93M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Global Wealth Management Investment Advisory held 4,921 shares of McKesson worth $3.72M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 385 McKesson shares in Q2 2026, an estimated $305K.
  • McKesson made up 0.53% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #69 holding.
  • Global Wealth Management Investment Advisory first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Global Wealth Management Investment Advisory's McKesson position peaked at $3.93M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.