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Rollins Financial Advisors’s McKesson MCK Stock Holding History

Rollins Financial 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
-259
Closed -$224K – 174
2026
Q1 		$224K Sell
259
-28
-10% -$25K 0.04% 152
2025
Q4 		$235K Sell
287
-15
-5% -$12.2K 0.03% 143
2025
Q3 		$233K Sell
302
-42
-12% -$29.6K 0.04% 137
2025
Q2 		$252K Sell
344
-15
-4% -$10.6K 0.04% 121
2025
Q1 		$242K Sell
359
-48
-12% -$29.7K 0.04% 114
2024
Q4 		$232K Sell
407
-22
-5% -$12.3K 0.04% 119
2024
Q3 		$212K Buy
+429
New +$239K 0.04% 127

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

Rollins Financial Advisors's MCK Position: Q2 2026 in Review

Rollins Financial Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 259 shares — an estimated $224K sold.

Rollins Financial Advisors first reported a position in MCK in Q3 2024 and held it in 7 quarters. The position peaked at $252K in Q2 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Rollins Financial Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Rollins Financial Advisors sold 259 McKesson shares in Q2 2026, an estimated $224K.
  • Rollins Financial Advisors first reported a position in McKesson in Q3 2024 and held it in 7 quarters.
  • Rollins Financial Advisors's McKesson position peaked at $252K in Q2 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.