Regent Peak Wealth Advisors’s McKesson MCK Stock Holding History

Regent Peak 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	$331K	Buy	438 +6	+1%	+$4.76K	0.06%	139
2026 Q1	$374K	Buy	432 +5	+1%	+$4.46K	0.08%	116
2025 Q4	$350K	Hold	427	–	–	0.07%	125
2025 Q3	$330K	Buy	+427	New	+$301K	0.07%	125
2025 Q1	$287K	Sell	427 -1	-0.2%	-$618	0.07%	123
2024 Q4	$244K	Buy	428 +7	+2%	+$3.92K	0.05%	141
2024 Q3	$208K	Sell	421 -5	-1%	-$2.78K	0.05%	166
2024 Q2	$249K	Buy	426 +9	+2%	+$5.01K	0.06%	138
2024 Q1	$224K	Buy	+417	New	+$212K	0.06%	149
2023 Q1	–	Sell	-582	Closed	-$219K	–	169
2022 Q4	$219K	Buy	+582	New	+$217K	0.07%	146
2021 Q1	–	Sell	-357	Closed	-$62K	–	632
2020 Q4	$62K	Buy	+357	New	+$59.5K	0.02%	279

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

Regent Peak Wealth Advisors's MCK Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its McKesson (MCK) stake by 1.4% in Q2 2026, buying an estimated $4.76K and bringing the position to 438 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #139.

Regent Peak Wealth Advisors first reported a position in MCK in Q4 2020 and has held it in 11 quarters since. The position peaked at $374K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Regent Peak Wealth Advisors held 438 shares of McKesson worth $331K as of Q2 2026.
Regent Peak Wealth Advisors bought 6 McKesson shares in Q2 2026, an estimated $4.76K.
McKesson made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Regent Peak Wealth Advisors first reported a position in McKesson in Q4 2020 and has held it in 11 quarters since.
Regent Peak Wealth Advisors's McKesson position peaked at $374K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.