SOA Wealth Advisors’s McKesson MCK Stock Holding History

SOA 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	$125K	Hold	165	–	–	0.02%	265
2026 Q1	$143K	Hold	165	–	–	0.03%	235
2025 Q4	$135K	Hold	165	–	–	0.02%	249
2025 Q3	$127K	Hold	165	–	–	0.02%	264
2025 Q2	$121K	Buy	+165	New	+$116K	0.02%	257
2024 Q2	–	Sell	-2	Closed	-$1.07K	–	892
2024 Q1	$1.07K	Hold	2	–	–	﹤0.01%	759
2023 Q4	$926	Hold	2	–	–	﹤0.01%	761
2023 Q3	$870	Hold	2	–	–	﹤0.01%	788
2023 Q2	$855	Hold	2	–	–	﹤0.01%	795
2023 Q1	$712	Hold	2	–	–	﹤0.01%	822
2022 Q4	$750	Hold	2	–	–	﹤0.01%	819
2022 Q3	$0	Sell	2 -3	-60%	-$1.04K	﹤0.01%	922
2022 Q2	$1K	Sell	5 -183	-97%	-$58.5K	﹤0.01%	766
2022 Q1	$57K	Hold	188	–	–	0.01%	291
2021 Q4	$46K	Hold	188	–	–	0.01%	306
2021 Q3	$37K	Buy	188 +4	+2%	+$800	0.01%	351
2021 Q2	$35K	Buy	184 +69	+60%	+$13.3K	0.01%	361
2021 Q1	$22K	Buy	115 +1	+0.9%	+$183	0.01%	390
2020 Q4	$20K	Buy	+114	New	+$19K	0.01%	405

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 $3.37T AUM 44.26% 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

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

SOA Wealth Advisors held its McKesson (MCK) position steady in Q2 2026 at 165 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #265.

SOA Wealth Advisors first reported a position in MCK in Q4 2020 and has held it in 19 quarters since. The position peaked at $143K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

SOA Wealth Advisors held 165 shares of McKesson worth $125K as of Q2 2026.
SOA Wealth Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #265 holding.
SOA Wealth Advisors first reported a position in McKesson in Q4 2020 and has held it in 19 quarters since.
SOA Wealth Advisors's McKesson position peaked at $143K in Q1 2026.
1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.