Operose Advisors’s McKesson MCK Stock Holding History

Operose 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	$622K	Hold	823	–	–	0.12%	87
2026 Q1	$712K	Hold	823	–	–	0.17%	71
2025 Q4	$675K	Hold	823	–	–	0.16%	71
2025 Q3	$636K	Hold	823	–	–	0.16%	72
2025 Q2	$603K	Hold	823	–	–	0.17%	69
2025 Q1	$554K	Sell	823 -94	-10%	-$58.1K	0.18%	71
2024 Q4	$523K	Sell	917 -49	-5%	-$27.4K	0.18%	72
2024 Q3	$478K	Hold	966	–	–	0.15%	85
2024 Q2	$564K	Hold	966	–	–	0.2%	73
2024 Q1	$519K	Hold	966	–	–	0.18%	82
2023 Q4	$447K	Sell	966 -90	-9%	-$40.9K	0.18%	62
2023 Q3	$459K	Buy	1,056 +156	+17%	+$65.7K	0.18%	54
2023 Q2	$385K	Hold	900	–	–	0.17%	53
2023 Q1	$320K	Buy	900 +375	+71%	+$135K	0.16%	45
2022 Q4	$197K	Hold	525	–	–	0.11%	68
2022 Q3	$178K	Hold	525	–	–	0.12%	66
2022 Q2	$171K	Hold	525	–	–	0.12%	66
2022 Q1	$161K	Hold	525	–	–	0.11%	78
2021 Q4	$130K	Buy	+525	New	+$115K	0.11%	83

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Operose Advisors's MCK Position: Q2 2026 in Review

Operose Advisors held its McKesson (MCK) position steady in Q2 2026 at 823 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #87.

Operose Advisors first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $712K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Operose Advisors held 823 shares of McKesson worth $622K as of Q2 2026.
Operose Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.12% of Operose Advisors's portfolio in Q2 2026, its #87 holding.
Operose Advisors first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's McKesson position peaked at $712K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.