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Marin Bay Wealth Advisors’s McKesson MCK Stock Holding History

Marin Bay 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 		$267K Buy
353
+3
+0.9% +$2.38K 0.14% 107
2026
Q1 		$303K Hold
350
– – 0.18% 86
2025
Q4 		$287K Buy
+350
New +$286K 0.16% 87

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

Marin Bay Wealth Advisors's MCK Position: Q2 2026 in Review

Marin Bay Wealth Advisors increased its McKesson (MCK) stake by 0.86% in Q2 2026, buying an estimated $2.38K and bringing the position to 353 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #107.

Marin Bay Wealth Advisors first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Marin Bay Wealth Advisors held 353 shares of McKesson worth $267K as of Q2 2026.
  • Marin Bay Wealth Advisors bought 3 McKesson shares in Q2 2026, an estimated $2.38K.
  • McKesson made up 0.14% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Marin Bay Wealth Advisors first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Marin Bay Wealth Advisors's McKesson position peaked at $303K in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.