Portus Wealth Advisors’s McKesson MCK Stock Holding History

Portus 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	–	Sell	-4	Closed	-$3.46K	–	330
2026 Q1	$3.46K	Buy	+4	New	+$3.57K	﹤0.01%	209

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

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

Portus Wealth Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 4 shares — an estimated $3.46K sold.

Portus Wealth Advisors first reported a position in MCK in Q1 2026 and held it in 1 quarter. The position peaked at $3.46K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Portus Wealth Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 4 McKesson shares in Q2 2026, an estimated $3.46K.
Portus Wealth Advisors first reported a position in McKesson in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's McKesson position peaked at $3.46K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.