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Kingswood Wealth Advisors’s McKesson MCK Stock Holding History

Kingswood Wealth 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 		$1.54M Buy
2,043
+27
+1% +$21.4K 0.06% 306
2026
Q1 		$1.74M Buy
2,016
+123
+6% +$110K 0.08% 263
2025
Q4 		$1.55M Buy
1,893
+427
+29% +$348K 0.08% 259
2025
Q3 		$1.13M Buy
1,466
+23
+2% +$16.2K 0.07% 294
2025
Q2 		$1.06M Sell
1,443
-105
-7% -$74.1K 0.08% 255
2025
Q1 		$1.04M Sell
1,548
-561
-27% -$347K 0.1% 235
2024
Q4 		$1.2M Buy
2,109
+584
+38% +$327K 0.09% 232
2024
Q3 		$751K Sell
1,525
-133
-8% -$74.1K 0.05% 352
2024
Q2 		$968K Buy
1,658
+127
+8% +$70.7K 0.09% 241
2024
Q1 		$822K Buy
1,531
+110
+8% +$55.9K 0.09% 238
2023
Q4 		$658K Buy
1,421
+922
+185% +$419K 0.07% 283
2023
Q3 		$217K Buy
+499
New +$210K 0.04% 379

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

Kingswood Wealth Advisors's MCK Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its McKesson (MCK) stake by 1.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,043 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #306.

Kingswood Wealth Advisors first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kingswood Wealth Advisors held 2,043 shares of McKesson worth $1.54M as of Q2 2026.
  • Kingswood Wealth Advisors bought 27 McKesson shares in Q2 2026, an estimated $21.4K.
  • McKesson made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #306 holding.
  • Kingswood Wealth Advisors first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's McKesson position peaked at $1.74M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.