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Kestra Private Wealth Services’s McKesson MCK Stock Holding History

Kestra Private Wealth 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 		$1.75M Sell
2,319
-600
-21% -$476K 0.02% 647
2026
Q1 		$2.53M Sell
2,919
-294
-9% -$262K 0.03% 487
2025
Q4 		$2.64M Buy
3,213
+883
+38% +$721K 0.03% 462
2025
Q3 		$1.8M Sell
2,330
-1,092
-32% -$769K 0.02% 558
2025
Q2 		$2.51M Sell
3,422
-433
-11% -$306K 0.04% 437
2025
Q1 		$2.59M Sell
3,855
-723
-16% -$447K 0.04% 391
2024
Q4 		$2.61M Buy
4,578
+319
+7% +$179K 0.04% 365
2024
Q3 		$2.11M Buy
4,259
+1,967
+86% +$1.1M 0.04% 408
2024
Q2 		$1.34M Buy
2,292
+24
+1% +$13.4K 0.03% 488
2024
Q1 		$1.22M Buy
2,268
+40
+2% +$20.3K 0.03% 502
2023
Q4 		$1.03M Buy
2,228
+170
+8% +$77.3K 0.03% 522
2023
Q3 		$895K Buy
2,058
+364
+21% +$153K 0.03% 495
2023
Q2 		$724K Sell
1,694
-40
-2% -$15.4K 0.02% 517
2023
Q1 		$617K Buy
1,734
+174
+11% +$62.9K 0.02% 539
2022
Q4 		$585K Sell
1,560
-527
-25% -$197K 0.03% 486
2022
Q3 		$709K Buy
2,087
+527
+34% +$183K 0.04% 404
2022
Q2 		$509K Buy
1,560
+449
+40% +$144K 0.03% 499
2022
Q1 		$340K Sell
1,111
-1,320
-54% -$359K 0.02% 698
2021
Q4 		$604K Buy
2,431
+79
+3% +$17.3K 0.03% 529
2021
Q3 		$469K Sell
2,352
-175
-7% -$35K 0.03% 555
2021
Q2 		$483K Buy
2,527
+323
+15% +$62.4K 0.03% 514
2021
Q1 		$430K Sell
2,204
-21
-0.9% -$3.83K 0.03% 490
2020
Q4 		$386K Buy
2,225
+867
+64% +$144K 0.03% 496
2020
Q3 		$202K Buy
+1,358
New +$206K 0.02% 601

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

Kestra Private Wealth Services's MCK Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its McKesson (MCK) stake by 21% in Q2 2026, selling an estimated $476K and leaving 2,319 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #647.

Kestra Private Wealth Services first reported a position in MCK in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.64M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kestra Private Wealth Services held 2,319 shares of McKesson worth $1.75M as of Q2 2026.
  • Kestra Private Wealth Services sold 600 McKesson shares in Q2 2026, an estimated $476K.
  • McKesson made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #647 holding.
  • Kestra Private Wealth Services first reported a position in McKesson in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's McKesson position peaked at $2.64M in Q4 2025.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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