IFP Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.13M | Buy |
6,786
+586
| +9% | +$465K | 0.09% | 242 |
|
|
2026
Q1 | $5.37M | Buy |
6,200
+1,565
| +34% | +$1.4M | 0.11% | 207 |
|
|
2025
Q4 | $3.8M | Buy |
4,635
+983
| +27% | +$802K | 0.09% | 252 |
|
|
2025
Q3 | $2.82M | Buy |
3,652
+997
| +38% | +$702K | 0.07% | 295 |
|
|
2025
Q2 | $1.96M | Buy |
2,655
+817
| +44% | +$577K | 0.06% | 358 |
|
|
2025
Q1 | $1.24M | Sell |
1,838
-569
| -24% | -$352K | 0.04% | 502 |
|
|
2024
Q4 | $1.37M | Buy |
2,407
+1,085
| +82% | +$608K | 0.04% | 443 |
|
|
2024
Q3 | $654K | Buy |
1,322
+68
| +5% | +$37.9K | 0.02% | 597 |
|
|
2024
Q2 | $733K | Buy |
1,254
+156
| +14% | +$86.8K | 0.03% | 530 |
|
|
2024
Q1 | $590K | Buy |
1,098
+316
| +40% | +$160K | 0.03% | 562 |
|
|
2023
Q4 | $362K | Sell |
782
-686
| -47% | -$312K | 0.02% | 698 |
|
|
2023
Q3 | $638K | Sell |
1,468
-6
| -0.4% | -$2.53K | 0.03% | 512 |
|
|
2023
Q2 | $630K | Buy |
1,474
+45
| +3% | +$17.3K | 0.03% | 571 |
|
|
2023
Q1 | $203K | Sell |
1,429
-1,883
| -57% | -$680K | 0.01% | 941 |
|
|
2022
Q4 | $519K | Sell |
3,312
-162
| -5% | -$60.4K | 0.01% | 879 |
|
|
2022
Q3 | $539K | Buy |
3,474
+134
| +4% | +$46.5K | 0.01% | 896 |
|
|
2022
Q2 | $512K | Hold |
3,340
| – | – | 0.02% | 839 |
|
|
2022
Q1 | $512K | Buy |
3,340
+2,029
| +155% | +$552K | 0.02% | 839 |
|
|
2021
Q4 | $326K | Sell |
1,311
-768
| -37% | -$169K | 0.01% | 749 |
|
|
2021
Q3 | $416K | Sell |
2,079
-154
| -7% | -$30.8K | 0.01% | 644 |
|
|
2021
Q2 | $430K | Buy |
2,233
+42
| +2% | +$8.11K | 0.01% | 592 |
|
|
2021
Q1 | $428K | Sell |
2,191
-127
| -5% | -$23.2K | 0.01% | 572 |
|
|
2020
Q4 | $402K | Buy |
2,318
+535
| +30% | +$89.1K | 0.02% | 567 |
|
|
2020
Q3 | $264K | Buy |
1,783
+67
| +4% | +$10.2K | 0.02% | 607 |
|
|
2020
Q2 | $262K | Sell |
1,716
-57
| -3% | -$8.23K | 0.02% | 576 |
|
|
2020
Q1 | $236K | Sell |
1,773
-26
| -1% | -$3.81K | 0.02% | 521 |
|
|
2019
Q4 | $256K | Buy |
1,799
+205
| +13% | +$29K | 0.02% | 592 |
|
|
2019
Q3 | $219K | Buy |
+1,594
| New | +$226K | 0.01% | 739 |
|
|
2019
Q1 | $240K | Sell |
2,025
-2,449
| -55% | -$302K | 0.03% | 424 |
|
|
2018
Q4 | $492K | Sell |
4,474
-558
| -11% | -$69.6K | 0.03% | 560 |
|
|
2018
Q3 | $667K | Buy |
5,032
+410
| +9% | +$53.5K | 0.03% | 567 |
|
|
2018
Q2 | $617K | Buy |
4,622
+412
| +10% | +$60.3K | 0.03% | 583 |
|
|
2018
Q1 | $657K | Hold |
4,210
| – | – | 0.03% | 523 |
|
|
2017
Q4 | $657K | Buy |
4,210
+8
| +0.2% | +$1.19K | 0.03% | 523 |
|
|
2017
Q3 | $645K | Buy |
4,202
+354
| +9% | +$55.3K | 0.03% | 590 |
|
|
2017
Q2 | $633K | Sell |
3,848
-380
| -9% | -$57.6K | 0.03% | 581 |
|
|
2017
Q1 | $627K | Sell |
4,228
-275
| -6% | -$40.3K | 0.03% | 575 |
|
|
2016
Q4 | $632K | Buy |
4,503
+280
| +7% | +$41.2K | 0.03% | 533 |
|
|
2016
Q3 | $704K | Sell |
4,223
-268
| -6% | -$50K | 0.04% | 463 |
|
|
2016
Q2 | $838K | Buy |
4,491
+2,466
| +122% | +$433K | 0.05% | 388 |
|
|
2016
Q1 | $240K | Sell |
2,025
-2,604
| -56% | -$421K | 0.03% | 424 |
|
|
2015
Q4 | $913K | Buy |
+4,629
| New | +$874K | 0.06% | 333 |
|
Other funds holding MCK
IFP Advisors's MCK Position: Q2 2026 in Review
IFP Advisors increased its McKesson (MCK) stake by 9.5% in Q2 2026, buying an estimated $465K and bringing the position to 6,786 shares worth $5.13M. The position accounts for 0.09% of the portfolio, ranked #242.
IFP Advisors first reported a position in MCK in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.37M in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- IFP Advisors held 6,786 shares of McKesson worth $5.13M as of Q2 2026.
- IFP Advisors bought 586 McKesson shares in Q2 2026, an estimated $465K.
- McKesson made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #242 holding.
- IFP Advisors first reported a position in McKesson in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's McKesson position peaked at $5.37M in Q1 2026.
- 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.