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Medallion Wealth Advisors’s McKesson MCK Stock Holding History

Medallion 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 		$28K Sell
37
-7
-16% -$5.55K 0.01% 578
2026
Q1 		$38.1K Hold
44
– – 0.01% 526
2025
Q4 		$36.1K Hold
44
– – 0.01% 524
2025
Q3 		$34K Hold
44
– – 0.01% 535
2025
Q2 		$32K Hold
44
– – 0.01% 544
2025
Q1 		$29.6K Buy
44
+3
+7% +$1.85K 0.01% 518
2024
Q4 		$23.4K Buy
+41
New +$23K 0.01% 535

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

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

Medallion Wealth Advisors reduced its McKesson (MCK) stake by 16% in Q2 2026, selling an estimated $5.55K and leaving 37 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #578.

Medallion Wealth Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.1K in Q1 2026. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Medallion Wealth Advisors held 37 shares of McKesson worth $28K as of Q2 2026.
  • Medallion Wealth Advisors sold 7 McKesson shares in Q2 2026, an estimated $5.55K.
  • McKesson made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #578 holding.
  • Medallion Wealth Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's McKesson position peaked at $38.1K in Q1 2026.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.