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SFMG Wealth Advisors’s McKesson MCK Stock Holding History

SFMG 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 		$1.99M Buy
2,630
+5
+0.2% +$3.96K 0.12% 79
2026
Q1 		$2.27M Hold
2,625
– – 0.15% 66
2025
Q4 		$2.15M Hold
2,625
– – 0.14% 70
2025
Q3 		$2.03M Sell
2,625
-32
-1% -$22.5K 0.14% 72
2025
Q2 		$1.95M Sell
2,657
-1
-0% -$706 0.15% 72
2025
Q1 		$1.79M Buy
2,658
+1
+0% +$618 0.14% 73
2024
Q4 		$1.51M Buy
2,657
+496
+23% +$278K 0.12% 83
2024
Q3 		$1.07M Sell
2,161
-1
-0% -$557 0.09% 90
2024
Q2 		$1.26M Buy
2,162
+1
+0% +$557 0.11% 83
2024
Q1 		$1.16M Buy
+2,161
New +$1.1M 0.1% 89

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

SFMG Wealth Advisors's MCK Position: Q2 2026 in Review

SFMG Wealth Advisors increased its McKesson (MCK) stake by 0.19% in Q2 2026, buying an estimated $3.96K and bringing the position to 2,630 shares worth $1.99M. The position accounts for 0.12% of the portfolio, ranked #79.

SFMG Wealth Advisors first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.27M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SFMG Wealth Advisors held 2,630 shares of McKesson worth $1.99M as of Q2 2026.
  • SFMG Wealth Advisors bought 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up 0.12% of SFMG Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • SFMG Wealth Advisors first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • SFMG Wealth Advisors's McKesson position peaked at $2.27M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.