IWA
MCK icon

Icon Wealth Advisors’s McKesson MCK Stock Holding History

Icon 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 		$410K Sell
543
-284
-34% -$225K 0.02% 296
2026
Q1 		$680K Buy
827
+299
+57% +$267K 0.04% 222
2025
Q4 		$434K Sell
528
-23
-4% -$18.8K 0.03% 264
2025
Q3 		$426K Sell
551
-79
-13% -$55.6K 0.03% 266
2025
Q2 		$462K Buy
630
+22
+4% +$15.5K 0.03% 255
2025
Q1 		$409K Buy
608
+96
+19% +$59.4K 0.03% 238
2024
Q4 		$292K Buy
512
+14
+3% +$7.84K 0.02% 304
2024
Q3 		$246K Buy
498
+79
+19% +$44K 0.02% 321
2024
Q2 		$258K Buy
419
+70
+20% +$39K 0.02% 298
2024
Q1 		$187K Buy
349
+22
+7% +$11.2K 0.02% 352
2023
Q4 		$151K Buy
+327
New +$149K 0.02% 355
2022
Q4 		– Sell
-376
Closed -$128K – 383
2022
Q3 		$128K Buy
+376
New +$131K 0.02% 360

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

Icon Wealth Advisors's MCK Position: Q2 2026 in Review

Icon Wealth Advisors reduced its McKesson (MCK) stake by 34% in Q2 2026, selling an estimated $225K and leaving 543 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #296.

Icon Wealth Advisors first reported a position in MCK in Q3 2022 and has held it in 12 quarters since. The position peaked at $680K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Icon Wealth Advisors held 543 shares of McKesson worth $410K as of Q2 2026.
  • Icon Wealth Advisors sold 284 McKesson shares in Q2 2026, an estimated $225K.
  • McKesson made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • Icon Wealth Advisors first reported a position in McKesson in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's McKesson position peaked at $680K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.