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Poinciana Advisors Group’s McKesson MCK Stock Holding History

Poinciana Advisors Group’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 		– Sell
-299
Closed -$259K – 130
2026
Q1 		$259K Hold
299
– – 0.2% 95
2025
Q4 		$245K Hold
299
– – 0.19% 103
2025
Q3 		$231K Sell
299
-18
-6% -$12.7K 0.2% 102
2025
Q2 		$232K Buy
317
+18
+6% +$12.7K 0.21% 102
2025
Q1 		$202K Sell
299
-194
-39% -$120K 0.21% 99
2024
Q4 		$281K Buy
+493
New +$276K 0.29% 63

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Poinciana Advisors Group's MCK Position: Q2 2026 in Review

Poinciana Advisors Group sold out of McKesson (MCK) in Q2 2026, closing a stake of 299 shares — an estimated $259K sold.

Poinciana Advisors Group first reported a position in MCK in Q4 2024 and held it in 6 quarters. The position peaked at $281K in Q4 2024. 1,193 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Poinciana Advisors Group reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 299 McKesson shares in Q2 2026, an estimated $259K.
  • Poinciana Advisors Group first reported a position in McKesson in Q4 2024 and held it in 6 quarters.
  • Poinciana Advisors Group's McKesson position peaked at $281K in Q4 2024.
  • 1,193 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.