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SageView Advisory Group’s McKesson MCK Stock Holding History

SageView Advisory Group’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 		$905K Sell
1,197
-67
-5% -$53.1K 0.03% 260
2026
Q1 		$1.09M Sell
1,264
-51
-4% -$45.5K 0.04% 223
2025
Q4 		$1.08M Sell
1,315
-393
-23% -$321K 0.04% 247
2025
Q3 		$1.32M Buy
1,708
+201
+13% +$142K 0.05% 231
2025
Q2 		$1.06M Buy
1,507
+22
+1% +$15.5K 0.04% 233
2025
Q1 		$999K Buy
1,485
+457
+44% +$283K 0.04% 228
2024
Q4 		$586K Buy
1,028
+75
+8% +$42K 0.03% 314
2024
Q3 		$471K Sell
953
-676
-41% -$376K 0.02% 309
2024
Q2 		$952K Buy
+1,629
New +$907K 0.04% 229
2024
Q1 		– Sell
-1,450
Closed -$710K – 664
2023
Q4 		$710K Buy
+1,450
New +$659K 0.03% 319

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

SageView Advisory Group's MCK Position: Q2 2026 in Review

SageView Advisory Group reduced its McKesson (MCK) stake by 5.3% in Q2 2026, selling an estimated $53.1K and leaving 1,197 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #260.

SageView Advisory Group first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2025. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SageView Advisory Group held 1,197 shares of McKesson worth $905K as of Q2 2026.
  • SageView Advisory Group sold 67 McKesson shares in Q2 2026, an estimated $53.1K.
  • McKesson made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #260 holding.
  • SageView Advisory Group first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • SageView Advisory Group's McKesson position peaked at $1.32M in Q3 2025.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.