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MFA Wealth Advisors’s McKesson MCK Stock Holding History

MFA 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
Q1 		– Sell
-244
Closed -$200K – 91
2025
Q4 		$200K Buy
+244
New +$199K 0.04% 84
2024
Q4 		– Sell
-205
Closed -$101K – 256
2024
Q3 		$101K Sell
205
-135
-40% -$75.2K 0.02% 132
2024
Q2 		$199K Buy
+340
New +$189K 0.04% 97
2020
Q3 		– Sell
-390
Closed -$59.8K – 139
2020
Q2 		$59.8K Buy
+390
New +$56.3K 0.04% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFA Wealth Advisors's MCK Position: Q1 2026 in Review

MFA Wealth Advisors sold out of McKesson (MCK) in Q1 2026, closing a stake of 244 shares — an estimated $200K sold.

MFA Wealth Advisors first reported a position in MCK in Q2 2020 and held it in 4 quarters. The position peaked at $200K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • MFA Wealth Advisors reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • MFA Wealth Advisors sold 244 McKesson shares in Q1 2026, an estimated $200K.
  • MFA Wealth Advisors first reported a position in McKesson in Q2 2020 and held it in 4 quarters.
  • MFA Wealth Advisors's McKesson position peaked at $200K in Q4 2025.
  • 2,044 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on MFA Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.