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Prospera Financial Services’s McKesson MCK Stock Holding History

Prospera Financial Services’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 		$4.9M Sell
6,476
-433
-6% -$343K 0.07% 291
2026
Q1 		$5.98M Sell
6,909
-46
-0.7% -$41.1K 0.1% 232
2025
Q4 		$5.71M Sell
6,955
-849
-11% -$693K 0.09% 220
2025
Q3 		$6.03M Buy
7,804
+1,398
+22% +$985K 0.1% 217
2025
Q2 		$4.7M Buy
6,406
+3,543
+124% +$2.5M 0.09% 235
2025
Q1 		$1.93M Buy
2,863
+25
+0.9% +$15.5K 0.04% 396
2024
Q4 		$1.62M Buy
2,838
+279
+11% +$156K 0.04% 411
2024
Q3 		$1.27M Buy
2,559
+133
+5% +$74.1K 0.03% 445
2024
Q2 		$1.42M Buy
2,426
+84
+4% +$46.8K 0.04% 411
2024
Q1 		$1.26M Sell
2,342
-10
-0.4% -$5.08K 0.04% 444
2023
Q4 		$1.09M Sell
2,352
-797
-25% -$362K 0.04% 445
2023
Q3 		$1.37M Buy
3,149
+56
+2% +$23.6K 0.05% 354
2023
Q2 		$1.32M Buy
3,093
+131
+4% +$50.4K 0.05% 346
2023
Q1 		$1.06M Sell
2,962
-102
-3% -$36.8K 0.04% 411
2022
Q4 		$1.15M Sell
3,064
-7,688
-72% -$2.87M 0.06% 330
2022
Q3 		$3.65M Buy
10,752
+834
+8% +$290K 0.19% 129
2022
Q2 		$3.24M Sell
9,918
-227
-2% -$72.6K 0.17% 154
2022
Q1 		$3.11M Buy
10,145
+8,167
+413% +$2.22M 0.13% 190
2021
Q4 		$493K Buy
1,978
+17
+0.9% +$3.73K 0.02% 577
2021
Q3 		$391K Sell
1,961
-32,996
-94% -$6.6M 0.02% 593
2021
Q2 		$6.69M Buy
34,957
+32,901
+1,600% +$6.35M 0.34% 51
2021
Q1 		$401K Sell
2,056
-98
-5% -$17.9K 0.02% 548
2020
Q4 		$375K Buy
2,154
+2,051
+1,991% +$342K 0.03% 481
2020
Q3 		$15K Sell
103
-1,613
-94% -$245K 0.01% 985
2020
Q2 		$263K Buy
1,716
+125
+8% +$18.1K 0.02% 477
2020
Q1 		$215K Buy
+1,591
New +$233K 0.02% 457

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

Prospera Financial Services's MCK Position: Q2 2026 in Review

Prospera Financial Services reduced its McKesson (MCK) stake by 6.3% in Q2 2026, selling an estimated $343K and leaving 6,476 shares worth $4.9M. The position accounts for 0.07% of the portfolio, ranked #291.

Prospera Financial Services first reported a position in MCK in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.69M in Q2 2021. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Prospera Financial Services held 6,476 shares of McKesson worth $4.9M as of Q2 2026.
  • Prospera Financial Services sold 433 McKesson shares in Q2 2026, an estimated $343K.
  • McKesson made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #291 holding.
  • Prospera Financial Services first reported a position in McKesson in Q1 2020 and has held it in 26 quarters since.
  • Prospera Financial Services's McKesson position peaked at $6.69M in Q2 2021.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.