Provenance Wealth Advisors’s McKesson MCK Stock Holding History

Provenance 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	$445K	Buy	589 +3	+0.5%	+$2.38K	0.04%	83
2026 Q1	$507K	Buy	586 +365	+165%	+$326K	0.05%	69
2025 Q4	$181K	Sell	221 -365	-62%	-$298K	0.02%	118
2025 Q3	$453K	Hold	586	–	–	0.06%	73
2025 Q2	$429K	Hold	586	–	–	0.06%	73
2025 Q1	$394K	Sell	586 -184	-24%	-$114K	0.06%	83
2024 Q4	$439K	Hold	770	–	–	0.06%	95
2024 Q3	$381K	Buy	770 +365	+90%	+$203K	0.05%	113
2024 Q2	$237K	Sell	405 -365	-47%	-$203K	0.03%	129
2024 Q1	$413K	Buy	770 +365	+90%	+$185K	0.06%	97
2023 Q4	$188K	Buy	405 +1	+0.2%	+$455	0.03%	129
2023 Q3	$176K	Buy	+404	New	+$170K	0.03%	122

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

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

Provenance Wealth Advisors increased its McKesson (MCK) stake by 0.51% in Q2 2026, buying an estimated $2.38K and bringing the position to 589 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #83.

Provenance Wealth Advisors first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $507K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Provenance Wealth Advisors held 589 shares of McKesson worth $445K as of Q2 2026.
Provenance Wealth Advisors bought 3 McKesson shares in Q2 2026, an estimated $2.38K.
McKesson made up 0.04% of Provenance Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Provenance Wealth Advisors first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's McKesson position peaked at $507K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.