Savvy Advisors Inc’s McKesson MCK Stock Holding History

Savvy Advisors Inc’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	$875K	Buy	1,158 +48	+4%	+$38.1K	0.02%	564
2026 Q1	$961K	Buy	1,110 +141	+15%	+$126K	0.03%	444
2025 Q4	$795K	Buy	969 +398	+70%	+$325K	0.03%	422
2025 Q3	$441K	Buy	571 +156	+38%	+$110K	0.02%	467
2025 Q2	$304K	Buy	415 +75	+22%	+$52.9K	0.02%	488
2025 Q1	$229K	Sell	340 -83	-20%	-$51.3K	0.02%	455
2024 Q4	$241K	Sell	423 -225	-35%	-$126K	0.03%	388
2024 Q3	$321K	Buy	+648	New	+$361K	0.07%	249

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's MCK Position: Q2 2026 in Review

Savvy Advisors Inc increased its McKesson (MCK) stake by 4.3% in Q2 2026, buying an estimated $38.1K and bringing the position to 1,158 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #564.

Savvy Advisors Inc first reported a position in MCK in Q3 2024 and has held it in 8 quarters since. The position peaked at $961K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Savvy Advisors Inc held 1,158 shares of McKesson worth $875K as of Q2 2026.
Savvy Advisors Inc bought 48 McKesson shares in Q2 2026, an estimated $38.1K.
McKesson made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #564 holding.
Savvy Advisors Inc first reported a position in McKesson in Q3 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's McKesson position peaked at $961K in Q1 2026.
2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.