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Roehl & Yi Investment Advisors’s McKesson MCK Stock Holding History

Roehl & Yi 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 		$502K Sell
665
-71
-10% -$56.3K 0.17% 114
2026
Q1 		$637K Buy
736
+81
+12% +$72.3K 0.24% 86
2025
Q4 		$537K Sell
655
-312
-32% -$255K 0.21% 90
2025
Q3 		$747K Sell
967
-41
-4% -$28.9K 0.32% 69
2025
Q2 		$739K Sell
1,008
-95
-9% -$67K 0.38% 60
2025
Q1 		$742K Buy
1,103
+27
+3% +$16.7K 0.4% 57
2024
Q4 		$613K Buy
+1,076
New +$603K 0.34% 73

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

Roehl & Yi Investment Advisors's MCK Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its McKesson (MCK) stake by 9.6% in Q2 2026, selling an estimated $56.3K and leaving 665 shares worth $502K. The position accounts for 0.17% of the portfolio, ranked #114.

Roehl & Yi Investment Advisors first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $747K in Q3 2025. 2,006 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Roehl & Yi Investment Advisors held 665 shares of McKesson worth $502K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 71 McKesson shares in Q2 2026, an estimated $56.3K.
  • McKesson made up 0.17% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Roehl & Yi Investment Advisors first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's McKesson position peaked at $747K in Q3 2025.
  • 2,006 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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