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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JNBA Financial Advisors's MCK Position: Q1 2026 in Review

JNBA Financial Advisors reduced its McKesson (MCK) stake by 75% in Q1 2026, selling an estimated $8.03K and leaving 3 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

JNBA Financial Advisors first reported a position in MCK in Q3 2016 and has held it in 28 quarters since. The position peaked at $421K in Q3 2016. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

JNBA Financial Advisors held 3 shares of McKesson worth $2.6K as of Q1 2026.
JNBA Financial Advisors sold 9 McKesson shares in Q1 2026, an estimated $8.03K.
McKesson made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #702 holding.
JNBA Financial Advisors first reported a position in McKesson in Q3 2016 and has held it in 28 quarters since.
JNBA Financial Advisors's McKesson position peaked at $421K in Q3 2016.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.