Physician Wealth Advisors’s McKesson MCK Stock Holding History

Physician 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	$55.9K	Sell	74 -15	-17%	-$11.9K	0.01%	412
2026 Q1	$77K	Buy	89 +17	+24%	+$15.2K	0.01%	321
2025 Q4	$59.1K	Buy	72 +3	+4%	+$2.45K	0.01%	353
2025 Q3	$53.3K	Buy	69 +25	+57%	+$17.6K	0.01%	368
2025 Q2	$32.2K	Buy	44 +7	+19%	+$4.94K	0.01%	425
2025 Q1	$24.9K	Buy	37 +1	+3%	+$618	﹤0.01%	449
2024 Q4	$20.5K	Buy	+36	New	+$20.2K	﹤0.01%	502

Other funds holding MCK

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Physician Wealth Advisors reduced its McKesson (MCK) stake by 17% in Q2 2026, selling an estimated $11.9K and leaving 74 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #412.

Physician Wealth Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $77K in Q1 2026. 902 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Physician Wealth Advisors held 74 shares of McKesson worth $55.9K as of Q2 2026.
Physician Wealth Advisors sold 15 McKesson shares in Q2 2026, an estimated $11.9K.
McKesson made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #412 holding.
Physician Wealth Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's McKesson position peaked at $77K in Q1 2026.
902 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.