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Marshall & Sterling Wealth Advisors’s McKesson MCK Stock Holding History

Marshall & Sterling 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 		$495K Buy
655
+147
+29% +$117K 0.29% 65
2026
Q1 		$440K Buy
508
+148
+41% +$132K 0.29% 67
2025
Q4 		$295K Buy
+360
New +$294K 0.19% 72

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

Marshall & Sterling Wealth Advisors's MCK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its McKesson (MCK) stake by 29% in Q2 2026, buying an estimated $117K and bringing the position to 655 shares worth $495K. The position accounts for 0.29% of the portfolio, ranked #65.

Marshall & Sterling Wealth Advisors first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 655 shares of McKesson worth $495K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 147 McKesson shares in Q2 2026, an estimated $117K.
  • McKesson made up 0.29% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.