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Invera Wealth Advisors’s McKesson MCK Stock Holding History

Invera 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 		$349K Buy
+462
New +$366K 0.19% 109

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

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

Invera Wealth Advisors opened a new position in McKesson (MCK) in Q2 2026: 462 shares worth $349K. The stake represents 0.19% of the portfolio and ranks #109 among its holdings.

2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Invera Wealth Advisors held 462 shares of McKesson worth $349K as of Q2 2026.
  • McKesson was a new Invera Wealth Advisors position in Q2 2026.
  • McKesson made up 0.19% of Invera Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.