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Kelleher Financial Advisors’s McKesson MCK Stock Holding History

Kelleher 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 		$1.51K Sell
2
-5
-71% -$3.96K ﹤0.01% 777
2026
Q1 		$5.13K Buy
7
+3
+75% +$2.68K ﹤0.01% 588
2025
Q4 		$3.28K Hold
4
– – ﹤0.01% 642
2025
Q3 		$3.09K Buy
+4
New +$2.82K ﹤0.01% 575

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

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

Kelleher Financial Advisors reduced its McKesson (MCK) stake by 71% in Q2 2026, selling an estimated $3.96K and leaving 2 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Kelleher Financial Advisors first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.13K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kelleher Financial Advisors held 2 shares of McKesson worth $1.51K as of Q2 2026.
  • Kelleher Financial Advisors sold 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #777 holding.
  • Kelleher Financial Advisors first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's McKesson position peaked at $5.13K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.