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JNBA Financial Advisors’s McKesson MCK Stock Holding History

JNBA Financial 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 		$4.53K Buy
6
+3
+100% +$2.38K ﹤0.01% 625
2026
Q1 		$2.6K Sell
3
-9
-75% -$8.03K ﹤0.01% 702
2025
Q4 		$9.84K Buy
12
+3
+33% +$2.45K ﹤0.01% 490
2025
Q3 		$6.95K Hold
9
– – ﹤0.01% 523
2025
Q2 		$6.6K Hold
9
– – ﹤0.01% 510
2025
Q1 		$6.06K Sell
9
-19
-68% -$11.7K ﹤0.01% 520
2024
Q4 		$16K Hold
28
– – ﹤0.01% 409
2024
Q3 		$13.8K Hold
28
– – ﹤0.01% 426
2024
Q2 		$16.4K Sell
28
-26
-48% -$14.5K ﹤0.01% 405
2024
Q1 		$29K Hold
54
– – ﹤0.01% 349
2023
Q4 		$25K Sell
54
-11
-17% -$5K ﹤0.01% 371
2023
Q3 		$28.3K Buy
65
+11
+20% +$4.64K ﹤0.01% 344
2023
Q2 		$23.1K Sell
54
-10
-16% -$3.84K ﹤0.01% 374
2023
Q1 		$22.8K Buy
64
+10
+19% +$3.61K ﹤0.01% 376
2022
Q4 		$20.3K Hold
54
– – ﹤0.01% 370
2022
Q3 		$18K Hold
54
– – ﹤0.01% 390
2022
Q2 		$18K Hold
54
– – ﹤0.01% 407
2022
Q1 		$17K Hold
54
– – ﹤0.01% 430
2021
Q4 		$13K Hold
54
– – ﹤0.01% 494
2021
Q3 		$11K Hold
54
– – ﹤0.01% 510
2021
Q2 		$10K Hold
54
– – ﹤0.01% 486
2021
Q1 		$11K Hold
54
– – ﹤0.01% 455
2020
Q4 		$9K Buy
54
+26
+93% +$4.33K ﹤0.01% 445
2020
Q3 		$4K Hold
28
– – ﹤0.01% 479
2020
Q2 		$4K Hold
28
– – ﹤0.01% 475
2020
Q1 		$4K Hold
28
– – ﹤0.01% 467
2019
Q4 		$4K Buy
28
+10
+56% +$1.41K ﹤0.01% 511
2019
Q3 		$2K Buy
+18
New +$2.55K ﹤0.01% 547
2016
Q4 		– Sell
-2,527
Closed -$421K – 974
2016
Q3 		$421K Buy
+2,527
New +$471K 0.06% 111

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 $3.38T AUM 44.17% 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

JNBA Financial Advisors's MCK Position: Q2 2026 in Review

JNBA Financial Advisors increased its McKesson (MCK) stake by 100% in Q2 2026, buying an estimated $2.38K and bringing the position to 6 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

JNBA Financial Advisors first reported a position in MCK in Q3 2016 and has held it in 29 quarters since. The position peaked at $421K in Q3 2016. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • JNBA Financial Advisors held 6 shares of McKesson worth $4.53K as of Q2 2026.
  • JNBA Financial Advisors bought 3 McKesson shares in Q2 2026, an estimated $2.38K.
  • McKesson made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #625 holding.
  • JNBA Financial Advisors first reported a position in McKesson in Q3 2016 and has held it in 29 quarters since.
  • JNBA Financial Advisors's McKesson position peaked at $421K in Q3 2016.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.