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IAM Advisory’s McKesson MCK Stock Holding History

IAM 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 		$2.7M Sell
3,579
-49
-1% -$38.8K 0.53% 29
2026
Q1 		$3.14M Sell
3,628
-85
-2% -$75.9K 0.7% 23
2025
Q4 		$3.05M Sell
3,713
-195
-5% -$159K 0.68% 22
2025
Q3 		$3.02M Buy
3,908
+13
+0.3% +$9.15K 0.68% 21
2025
Q2 		$2.85M Sell
3,895
-43
-1% -$30.3K 0.69% 20
2025
Q1 		$2.65M Sell
3,938
-92
-2% -$56.9K 0.69% 21
2024
Q4 		$2.3M Buy
4,030
+47
+1% +$26.3K 0.58% 27
2024
Q3 		$1.97M Buy
3,983
+27
+0.7% +$15K 0.5% 36
2024
Q2 		$2.31M Buy
3,956
+21
+0.5% +$11.7K 0.63% 27
2024
Q1 		$2.11M Buy
3,935
+61
+2% +$31K 0.58% 28
2023
Q4 		$1.79M Buy
3,874
+68
+2% +$30.9K 0.56% 28
2023
Q3 		$1.66M Buy
3,806
+86
+2% +$36.2K 0.58% 25
2023
Q2 		$1.59M Buy
3,720
+188
+5% +$72.3K 0.54% 30
2023
Q1 		$1.26M Buy
+3,532
New +$1.28M 0.43% 38

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 $3.38T AUM 44.17% 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

IAM Advisory's MCK Position: Q2 2026 in Review

IAM Advisory reduced its McKesson (MCK) stake by 1.4% in Q2 2026, selling an estimated $38.8K and leaving 3,579 shares worth $2.7M. The position accounts for 0.53% of the portfolio, ranked #29.

IAM Advisory first reported a position in MCK in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.14M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • IAM Advisory held 3,579 shares of McKesson worth $2.7M as of Q2 2026.
  • IAM Advisory sold 49 McKesson shares in Q2 2026, an estimated $38.8K.
  • McKesson made up 0.53% of IAM Advisory's portfolio in Q2 2026, its #29 holding.
  • IAM Advisory first reported a position in McKesson in Q1 2023 and has held it in 14 quarters since.
  • IAM Advisory's McKesson position peaked at $3.14M in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.