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Regal Investment Advisors’s McKesson MCK Stock Holding History

Regal Investment 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
-237
Closed -$205K – 681
2026
Q1 		$205K Buy
+237
New +$212K 0.01% 629
2019
Q3 		– Sell
-13,116
Closed -$1.76M – 329
2019
Q2 		$1.76M Buy
13,116
+16
+0.1% +$2K 0.34% 96
2019
Q1 		$1.53M Buy
13,100
+953
+8% +$118K 0.31% 103
2018
Q4 		$1.34M Buy
12,147
+604
+5% +$75.3K 0.29% 100
2018
Q3 		$1.53M Buy
11,543
+1,993
+21% +$260K 0.32% 99
2018
Q2 		$1.27M Sell
9,550
-1,910
-17% -$279K 0.39% 92
2018
Q1 		$1.61M Sell
11,460
-445
-4% -$69.3K 0.36% 92
2017
Q4 		$1.86M Buy
11,905
+102
+0.9% +$15.1K 0.41% 84
2017
Q3 		$1.81M Sell
11,803
-1,625
-12% -$254K 0.42% 83
2017
Q2 		$2.21M Sell
13,428
-2,015
-13% -$305K 0.55% 66
2017
Q1 		$2.29M Sell
15,443
-1,751
-10% -$256K 0.6% 58
2016
Q4 		$2.42M Sell
17,194
-611
-3% -$89.9K 0.67% 55
2016
Q3 		$2.97M Sell
17,805
-1,214
-6% -$226K 0.84% 38
2016
Q2 		$3.55M Buy
+19,019
New +$3.34M 0.98% 24

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

Regal Investment Advisors's MCK Position: Q2 2026 in Review

Regal Investment Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 237 shares — an estimated $205K sold.

Regal Investment Advisors first reported a position in MCK in Q2 2016 and held it in 14 quarters. The position peaked at $3.55M in Q2 2016. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Regal Investment Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 237 McKesson shares in Q2 2026, an estimated $205K.
  • Regal Investment Advisors first reported a position in McKesson in Q2 2016 and held it in 14 quarters.
  • Regal Investment Advisors's McKesson position peaked at $3.55M in Q2 2016.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.