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Independent Advisor Alliance’s McKesson MCK Stock Holding History

Independent Advisor Alliance’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 		$2.67M Buy
3,531
+296
+9% +$235K 0.06% 220
2026
Q1 		$2.8M Buy
3,235
+41
+1% +$36.6K 0.03% 461
2025
Q4 		$2.62M Buy
3,194
+394
+14% +$322K 0.06% 252
2025
Q3 		$2.16M Sell
2,800
-72
-3% -$50.7K 0.06% 276
2025
Q2 		$2.1M Buy
2,872
+649
+29% +$458K 0.06% 264
2025
Q1 		$1.5M Buy
2,223
+60
+3% +$37.1K 0.05% 299
2024
Q4 		$1.23M Buy
2,163
+595
+38% +$333K 0.02% 659
2024
Q3 		$775K Buy
1,568
+259
+20% +$144K 0.03% 376
2024
Q2 		$765K Buy
1,309
+258
+25% +$144K 0.03% 376
2024
Q1 		$564K Buy
1,051
+115
+12% +$58.4K 0.02% 426
2023
Q4 		$433K Sell
936
-83
-8% -$37.7K 0.02% 465
2023
Q3 		$443K Buy
1,019
+73
+8% +$30.8K 0.02% 436
2023
Q2 		$404K Buy
946
+18
+2% +$6.92K 0.02% 468
2023
Q1 		$330K Buy
+928
New +$335K 0.02% 494
2022
Q4 		– Sell
-840
Closed -$286K – 539
2022
Q3 		$286K Sell
840
-12
-1% -$4.17K 0.02% 494
2022
Q2 		$278K Buy
852
+154
+22% +$49.3K 0.02% 502
2022
Q1 		$214K Buy
+698
New +$190K 0.01% 599
2021
Q4 		– Sell
-1,289
Closed -$257K – 699
2021
Q3 		$257K Buy
+1,289
New +$258K 0.01% 527
2020
Q2 		– Sell
-1,684
Closed -$228K – 524
2020
Q1 		$228K Sell
1,684
-400
-19% -$58.6K 0.03% 333
2019
Q4 		$288K Buy
2,084
+19
+0.9% +$2.69K 0.01% 691
2019
Q3 		$282K Sell
2,065
-65
-3% -$9.22K 0.03% 350
2019
Q2 		$286K Buy
+2,130
New +$266K 0.04% 307
2017
Q2 		– Sell
-1,464
Closed -$212K – 337
2017
Q1 		$212K Buy
+1,464
New +$214K 0.03% 371

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

Independent Advisor Alliance's MCK Position: Q2 2026 in Review

Independent Advisor Alliance increased its McKesson (MCK) stake by 9.1% in Q2 2026, buying an estimated $235K and bringing the position to 3,531 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #220.

Independent Advisor Alliance first reported a position in MCK in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.8M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Independent Advisor Alliance held 3,531 shares of McKesson worth $2.67M as of Q2 2026.
  • Independent Advisor Alliance bought 296 McKesson shares in Q2 2026, an estimated $235K.
  • McKesson made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #220 holding.
  • Independent Advisor Alliance first reported a position in McKesson in Q1 2017 and has held it in 23 quarters since.
  • Independent Advisor Alliance's McKesson position peaked at $2.8M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.