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Principia Wealth Advisory’s McKesson MCK Stock Holding History

Principia Wealth Advisory’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 		$141K Buy
187
+26
+16% +$20.6K 0.07% 90
2026
Q1 		$139K Sell
161
-15
-9% -$13.4K 0.08% 86
2025
Q4 		$144K Buy
176
+107
+155% +$87.3K 0.09% 85
2025
Q3 		$53.3K Sell
69
-1
-1% -$704 0.04% 116
2025
Q2 		$51.3K Buy
70
+2
+3% +$1.41K 0.04% 110
2025
Q1 		$45.7K Buy
68
+1
+1% +$618 0.04% 90
2024
Q4 		$38.2K Buy
+67
New +$37.5K 0.04% 88

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

Principia Wealth Advisory's MCK Position: Q2 2026 in Review

Principia Wealth Advisory increased its McKesson (MCK) stake by 16% in Q2 2026, buying an estimated $20.6K and bringing the position to 187 shares worth $141K. The position accounts for 0.07% of the portfolio, ranked #90.

Principia Wealth Advisory first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $144K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Principia Wealth Advisory held 187 shares of McKesson worth $141K as of Q2 2026.
  • Principia Wealth Advisory bought 26 McKesson shares in Q2 2026, an estimated $20.6K.
  • McKesson made up 0.07% of Principia Wealth Advisory's portfolio in Q2 2026, its #90 holding.
  • Principia Wealth Advisory first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's McKesson position peaked at $144K in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.