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Personal CFO Solutions’s McKesson MCK Stock Holding History

Personal CFO Solutions’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 		$2.01M Sell
2,662
-25
-0.9% -$19.8K 0.29% 59
2026
Q1 		$2.33M Buy
2,687
+163
+6% +$145K 0.33% 49
2025
Q4 		$2.07M Buy
2,524
+151
+6% +$123K 0.33% 50
2025
Q3 		$1.83M Buy
2,373
+245
+12% +$173K 0.32% 57
2025
Q2 		$1.56M Buy
2,128
+2
+0.1% +$1.41K 0.29% 66
2025
Q1 		$1.43M Buy
2,126
+139
+7% +$85.9K 0.29% 71
2024
Q4 		$1.13M Sell
1,987
-114
-5% -$63.8K 0.22% 92
2024
Q3 		$1.04M Sell
2,101
-9
-0.4% -$5.01K 0.15% 135
2024
Q2 		$1.23M Sell
2,110
-377
-15% -$210K 0.19% 100
2024
Q1 		$1.34M Buy
2,487
+45
+2% +$22.8K 0.21% 94
2023
Q4 		$1.13M Sell
2,442
-1,328
-35% -$604K 0.2% 96
2023
Q3 		$1.64M Sell
3,770
-55
-1% -$23.2K 0.32% 65
2023
Q2 		$1.63M Buy
3,825
+36
+1% +$13.8K 0.33% 62
2023
Q1 		$1.35M Sell
3,789
-22
-0.6% -$7.95K 0.28% 66
2022
Q4 		$1.43M Buy
3,811
+588
+18% +$219K 0.3% 67
2022
Q3 		$1.09M Buy
3,223
+668
+26% +$232K 0.28% 67
2022
Q2 		$833K Sell
2,555
-1,519
-37% -$486K 0.2% 90
2022
Q1 		$1.25M Sell
4,074
-1,710
-30% -$465K 0.25% 81
2021
Q4 		$1.44M Sell
5,784
-258
-4% -$56.6K 0.27% 68
2021
Q3 		$1.21M Sell
6,042
-4
-0.1% -$800 0.25% 87
2021
Q2 		$1.16M Sell
6,046
-1,482
-20% -$286K 0.24% 82
2021
Q1 		$1.47M Sell
7,528
-1,148
-13% -$210K 0.32% 65
2020
Q4 		$1.51M Sell
8,676
-2,877
-25% -$479K 0.37% 58
2020
Q3 		$2M Sell
11,553
-102
-0.9% -$15.5K 0.67% 40
2020
Q2 		$1.79M Buy
11,655
+43
+0.4% +$6.21K 0.53% 42
2020
Q1 		$1.57M Sell
11,612
-123
-1% -$18K 0.56% 40
2019
Q4 		$1.62M Sell
11,735
-41
-0.3% -$5.79K 0.47% 36
2019
Q3 		$1.61M Buy
+11,776
New +$1.67M 0.64% 25

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

Personal CFO Solutions's MCK Position: Q2 2026 in Review

Personal CFO Solutions reduced its McKesson (MCK) stake by 0.93% in Q2 2026, selling an estimated $19.8K and leaving 2,662 shares worth $2.01M. The position accounts for 0.29% of the portfolio, ranked #59.

Personal CFO Solutions first reported a position in MCK in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.33M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Personal CFO Solutions held 2,662 shares of McKesson worth $2.01M as of Q2 2026.
  • Personal CFO Solutions sold 25 McKesson shares in Q2 2026, an estimated $19.8K.
  • McKesson made up 0.29% of Personal CFO Solutions's portfolio in Q2 2026, its #59 holding.
  • Personal CFO Solutions first reported a position in McKesson in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's McKesson position peaked at $2.33M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.