GWANC
MCK icon

Guardian Wealth Advisors (North Carolina)’s McKesson MCK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.2M Sell
1,586
-2
-0.1% -$1.59K 0.07% 147
2026
Q1 		$1.37M Sell
1,588
-1
-0.1% -$893 0.09% 127
2025
Q4 		$1.3M Sell
1,589
-5
-0.3% -$4.08K 0.08% 130
2025
Q3 		$1.23M Sell
1,594
-4
-0.3% -$2.82K 0.08% 129
2025
Q2 		$1.17M Buy
1,598
+6
+0.4% +$4.23K 0.08% 121
2025
Q1 		$1.07M Buy
1,592
+9
+0.6% +$5.56K 0.09% 124
2024
Q4 		$902K Buy
1,583
+20
+1% +$11.2K 0.07% 141
2024
Q3 		$773K Sell
1,563
-15
-1% -$8.35K 0.08% 126
2024
Q2 		$922K Sell
1,578
-6
-0.4% -$3.34K 0.11% 105
2024
Q1 		$851K Sell
1,584
-55
-3% -$27.9K 0.1% 111
2023
Q4 		$759K Sell
1,639
-2
-0.1% -$909 0.12% 103
2023
Q3 		$715K Sell
1,641
-18
-1% -$7.59K 0.12% 100
2023
Q2 		$710K Buy
1,659
+17
+1% +$6.53K 0.12% 96
2023
Q1 		$586K Buy
1,642
+17
+1% +$6.14K 0.1% 102
2022
Q4 		$610K Sell
1,625
-120
-7% -$44.8K 0.12% 97
2022
Q3 		$594K Sell
1,745
-40
-2% -$13.9K 0.11% 92
2022
Q2 		$583K Buy
1,785
+175
+11% +$56K 0.11% 95
2022
Q1 		$494K Buy
+1,610
New +$438K 0.21% 86

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

Guardian Wealth Advisors (North Carolina)'s MCK Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its McKesson (MCK) stake by 0.13% in Q2 2026, selling an estimated $1.59K and leaving 1,586 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #147.

Guardian Wealth Advisors (North Carolina) first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.37M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,586 shares of McKesson worth $1.2M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 2 McKesson shares in Q2 2026, an estimated $1.59K.
  • McKesson made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #147 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s McKesson position peaked at $1.37M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.