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Kestra Advisory Services’s McKesson MCK Stock Holding History

Kestra Advisory Services’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 		$20.4M Buy
26,972
+10,052
+59% +$7.97M 0.07% 309
2026
Q1 		$14.6M Buy
16,920
+1,058
+7% +$944K 0.06% 346
2025
Q4 		$13M Buy
15,862
+3,160
+25% +$2.58M 0.05% 346
2025
Q3 		$9.81M Buy
12,702
+3,962
+45% +$2.79M 0.04% 401
2025
Q2 		$6.4M Buy
8,740
+978
+13% +$690K 0.03% 530
2025
Q1 		$5.22M Sell
7,762
-643
-8% -$398K 0.03% 562
2024
Q4 		$4.79M Sell
8,405
-12,593
-60% -$7.05M 0.03% 594
2024
Q3 		$10.4M Sell
20,998
-267
-1% -$149K 0.06% 357
2024
Q2 		$12.4M Buy
21,265
+15,900
+296% +$8.85M 0.07% 299
2024
Q1 		$2.88M Buy
5,365
+1,502
+39% +$763K 0.02% 724
2023
Q4 		$1.79M Buy
3,863
+1,916
+98% +$871K 0.01% 845
2023
Q3 		$847K Buy
1,947
+37
+2% +$15.6K 0.01% 1080
2023
Q2 		$816K Sell
1,910
-84
-4% -$32.3K 0.01% 1074
2023
Q1 		$710K Sell
1,994
-4,159
-68% -$1.5M 0.01% 1107
2022
Q4 		$2.31M Buy
6,153
+1,322
+27% +$493K 0.02% 692
2022
Q3 		$1.64M Sell
4,831
-22
-0.5% -$7.64K 0.02% 744
2022
Q2 		$1.58M Sell
4,853
-305
-6% -$97.6K 0.02% 763
2022
Q1 		$1.58M Sell
5,158
-524
-9% -$142K 0.02% 762
2021
Q4 		$1.41M Sell
5,682
-11,290
-67% -$2.48M 0.01% 833
2021
Q3 		$3.38M Buy
16,972
+11,265
+197% +$2.25M 0.03% 521
2021
Q2 		$1.09M Sell
5,707
-24
-0.4% -$4.64K 0.01% 897
2021
Q1 		$1.12M Sell
5,731
-11,199
-66% -$2.04M 0.01% 816
2020
Q4 		$2.94M Buy
16,930
+16,910
+84,550% +$2.82M 0.03% 472
2020
Q3 		$250K Buy
+20
New +$3.04K ﹤0.01% 1195

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

Kestra Advisory Services's MCK Position: Q2 2026 in Review

Kestra Advisory Services increased its McKesson (MCK) stake by 59% in Q2 2026, buying an estimated $7.97M and bringing the position to 26,972 shares worth $20.4M. The position accounts for 0.07% of the portfolio, ranked #309.

Kestra Advisory Services first reported a position in MCK in Q3 2020 and has held it in 24 quarters since. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kestra Advisory Services held 26,972 shares of McKesson worth $20.4M as of Q2 2026.
  • Kestra Advisory Services bought 10,052 McKesson shares in Q2 2026, an estimated $7.97M.
  • McKesson made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #309 holding.
  • Kestra Advisory Services first reported a position in McKesson in Q3 2020 and has held it in 24 quarters since.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.