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Kingsview Wealth Management’s McKesson MCK Stock Holding History

Kingsview Wealth Management’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 		$4.33M Sell
5,728
-186
-3% -$147K 0.05% 343
2026
Q1 		$5.12M Buy
5,914
+109
+2% +$97.3K 0.07% 292
2025
Q4 		$4.76M Buy
5,805
+2,527
+77% +$2.06M 0.07% 288
2025
Q3 		$2.53M Buy
3,278
+116
+4% +$81.7K 0.04% 409
2025
Q2 		$2.32M Buy
3,162
+2
+0.1% +$1.41K 0.04% 412
2025
Q1 		$2.13M Buy
3,160
+37
+1% +$22.9K 0.04% 378
2024
Q4 		$1.78M Buy
3,123
+37
+1% +$20.7K 0.03% 410
2024
Q3 		$1.53M Sell
3,086
-539
-15% -$300K 0.03% 439
2024
Q2 		$2.12M Buy
3,625
+2,099
+138% +$1.17M 0.05% 335
2024
Q1 		$819K Buy
1,526
+673
+79% +$342K 0.02% 550
2023
Q4 		$395K Sell
853
-33
-4% -$15K 0.01% 690
2023
Q3 		$385K Sell
886
-158
-15% -$66.6K 0.01% 691
2023
Q2 		$446K Buy
1,044
+36
+4% +$13.8K 0.02% 625
2023
Q1 		$359K Sell
1,008
-1,265
-56% -$457K 0.02% 664
2022
Q4 		$853K Sell
2,273
-320
-12% -$119K 0.04% 377
2022
Q3 		$881K Buy
2,593
+283
+12% +$98.2K 0.04% 353
2022
Q2 		$754K Sell
2,310
-513
-18% -$164K 0.04% 441
2022
Q1 		$864K Sell
2,823
-172
-6% -$46.8K 0.04% 433
2021
Q4 		$744K Buy
2,995
+1,569
+110% +$344K 0.03% 483
2021
Q3 		$284K Sell
1,426
-999
-41% -$200K 0.01% 700
2021
Q2 		$467K Hold
2,425
– – 0.02% 578
2021
Q1 		$469K Buy
2,425
+263
+12% +$48K 0.03% 519
2020
Q4 		$376K Buy
2,162
+342
+19% +$57K 0.03% 510
2020
Q3 		$271K Hold
1,820
– – 0.02% 499
2020
Q2 		$279K Sell
1,820
-69
-4% -$9.96K 0.03% 455
2020
Q1 		$256K Buy
+1,889
New +$277K 0.03% 386
2018
Q4 		– Sell
-3,005
Closed -$399K – 419
2018
Q3 		$399K Buy
3,005
+100
+3% +$13K 0.08% 249
2018
Q2 		$388K Buy
+2,905
New +$425K 0.09% 233

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

Kingsview Wealth Management's MCK Position: Q2 2026 in Review

Kingsview Wealth Management reduced its McKesson (MCK) stake by 3.1% in Q2 2026, selling an estimated $147K and leaving 5,728 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #343.

Kingsview Wealth Management first reported a position in MCK in Q2 2018 and has held it in 28 quarters since. The position peaked at $5.12M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kingsview Wealth Management held 5,728 shares of McKesson worth $4.33M as of Q2 2026.
  • Kingsview Wealth Management sold 186 McKesson shares in Q2 2026, an estimated $147K.
  • McKesson made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Kingsview Wealth Management first reported a position in McKesson in Q2 2018 and has held it in 28 quarters since.
  • Kingsview Wealth Management's McKesson position peaked at $5.12M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.