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Innovative Asset Advisors Group’s McKesson MCK Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-55
Closed -$47.6K – 715
2026
Q1 		$47.6K Buy
+55
New +$49.1K 0.03% 322

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Asset Advisors Group's MCK Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of McKesson (MCK) in Q2 2026, closing a stake of 55 shares — an estimated $47.6K sold.

Innovative Asset Advisors Group first reported a position in MCK in Q1 2026 and held it in 1 quarter. The position peaked at $47.6K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 55 McKesson shares in Q2 2026, an estimated $47.6K.
  • Innovative Asset Advisors Group first reported a position in McKesson in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's McKesson position peaked at $47.6K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.