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Prestige Wealth Management Group’s McKesson MCK Stock Holding History

Prestige Wealth Management 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 		$850K Sell
1,124
-109
-9% -$86.4K 0.15% 79
2026
Q1 		$1.07M Sell
1,233
-54
-4% -$48.2K 0.21% 61
2025
Q4 		$1.06M Buy
1,287
+431
+50% +$352K 0.2% 63
2025
Q3 		$662K Sell
856
-26
-3% -$18.3K 0.13% 87
2025
Q2 		$647K Sell
882
-1
-0.1% -$706 0.13% 84
2025
Q1 		$595K Sell
883
-36
-4% -$22.3K 0.13% 83
2024
Q4 		$524K Buy
919
+8
+0.9% +$4.48K 0.11% 95
2024
Q3 		$451K Sell
911
-5
-0.5% -$2.78K 0.09% 106
2024
Q2 		$536K Sell
916
-40
-4% -$22.3K 0.12% 82
2024
Q1 		$514K Sell
956
-39
-4% -$19.8K 0.11% 88
2023
Q4 		$461K Buy
995
+649
+188% +$295K 0.1% 89
2023
Q3 		$151K Buy
346
+18
+5% +$7.59K 0.04% 153
2023
Q2 		$140K Sell
328
-31
-9% -$11.9K 0.03% 175
2023
Q1 		$128K Sell
359
-44
-11% -$15.9K 0.03% 169
2022
Q4 		$151K Buy
403
+33
+9% +$12.3K 0.04% 156
2022
Q3 		$126K Sell
370
-7
-2% -$2.43K 0.04% 158
2022
Q2 		$124K Sell
377
-165
-30% -$52.8K 0.03% 159
2022
Q1 		$166K Buy
542
+11
+2% +$2.99K 0.04% 152
2021
Q4 		$132K Buy
531
+15
+3% +$3.29K 0.03% 175
2021
Q3 		$103K Buy
516
+12
+2% +$2.4K 0.03% 187
2021
Q2 		$97K Sell
504
-60
-11% -$11.6K 0.03% 184
2021
Q1 		$110K Buy
564
+40
+8% +$7.3K 0.03% 175
2020
Q4 		$91K Buy
524
+97
+23% +$16.2K 0.02% 184
2020
Q3 		$64K Buy
427
+81
+23% +$12.3K 0.02% 220
2020
Q2 		$53K Sell
346
-16
-4% -$2.31K 0.02% 218
2020
Q1 		$49K Buy
362
+45
+14% +$6.59K 0.02% 180
2019
Q4 		$44K Hold
317
– – 0.02% 209
2019
Q3 		$44K Hold
317
– – 0.03% 208
2019
Q2 		$42K Buy
317
+10
+3% +$1.25K 0.03% 207
2019
Q1 		$36K Sell
307
-53
-15% -$6.54K 0.02% 210
2018
Q4 		$40K Buy
+360
New +$44.9K 0.03% 214

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

Prestige Wealth Management Group's MCK Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its McKesson (MCK) stake by 8.8% in Q2 2026, selling an estimated $86.4K and leaving 1,124 shares worth $850K. The position accounts for 0.15% of the portfolio, ranked #79.

Prestige Wealth Management Group first reported a position in MCK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.07M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Prestige Wealth Management Group held 1,124 shares of McKesson worth $850K as of Q2 2026.
  • Prestige Wealth Management Group sold 109 McKesson shares in Q2 2026, an estimated $86.4K.
  • McKesson made up 0.15% of Prestige Wealth Management Group's portfolio in Q2 2026, its #79 holding.
  • Prestige Wealth Management Group first reported a position in McKesson in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's McKesson position peaked at $1.07M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.