LWA
MCK icon

Lineweaver Wealth Advisors’s McKesson MCK Stock Holding History

Lineweaver 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 		$1.89M Buy
2,498
+14
+0.6% +$11.1K 0.22% 91
2026
Q1 		$2.15M Sell
2,484
-39
-2% -$34.8K 0.29% 74
2025
Q4 		$2.07M Buy
2,523
+28
+1% +$22.9K 0.28% 66
2025
Q3 		$1.93M Buy
2,495
+6
+0.2% +$4.22K 0.28% 70
2025
Q2 		$1.82M Buy
2,489
+4
+0.2% +$2.82K 0.29% 71
2025
Q1 		$1.67M Buy
2,485
+1
+0% +$618 0.28% 73
2024
Q4 		$1.42M Buy
2,484
+14
+0.6% +$7.84K 0.26% 77
2024
Q3 		$1.22M Sell
2,470
-3
-0.1% -$1.67K 0.23% 77
2024
Q2 		$1.44M Buy
2,473
+2
+0.1% +$1.11K 0.3% 62
2024
Q1 		$1.33M Hold
2,471
– – 0.32% 64
2023
Q4 		$1.14M Hold
2,471
– – 0.3% 68
2023
Q3 		$1.07M Buy
2,471
+2
+0.1% +$843 0.31% 60
2023
Q2 		$1.06M Buy
2,469
+6
+0.2% +$2.31K 0.3% 61
2023
Q1 		$877K Sell
2,463
-2
-0.1% -$722 0.27% 68
2022
Q4 		$925K Buy
2,465
+3
+0.1% +$1.12K 0.28% 71
2022
Q3 		$836K Buy
2,462
+6
+0.2% +$2.08K 0.27% 68
2022
Q2 		$801K Buy
2,456
+4
+0.2% +$1.28K 0.26% 66
2022
Q1 		$750K Buy
2,452
+4
+0.2% +$1.09K 0.21% 74
2021
Q4 		$608K Buy
2,448
+6
+0.2% +$1.32K 0.18% 79
2021
Q3 		$487K Buy
+2,442
New +$488K 0.15% 79

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

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

Lineweaver Wealth Advisors increased its McKesson (MCK) stake by 0.56% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,498 shares worth $1.89M. The position accounts for 0.22% of the portfolio, ranked #91.

Lineweaver Wealth Advisors first reported a position in MCK in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Lineweaver Wealth Advisors held 2,498 shares of McKesson worth $1.89M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 14 McKesson shares in Q2 2026, an estimated $11.1K.
  • McKesson made up 0.22% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Lineweaver Wealth Advisors first reported a position in McKesson in Q3 2021 and has held it in 20 quarters since.
  • Lineweaver Wealth Advisors's McKesson position peaked at $2.15M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.