Pacific Excel Wealth Advisors’s McKesson MCK Stock Holding History

Pacific Excel 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	$1.34M	Buy	+1,769	New	+$1.4M	0.52%	47

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

Pacific Excel Wealth Advisors's MCK Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in McKesson (MCK) in Q2 2026: 1,769 shares worth $1.34M. The stake represents 0.52% of the portfolio and ranks #47 among its holdings.

2,006 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Pacific Excel Wealth Advisors held 1,769 shares of McKesson worth $1.34M as of Q2 2026.
McKesson was a new Pacific Excel Wealth Advisors position in Q2 2026.
McKesson made up 0.52% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #47 holding.
2,006 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.