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Soltis Investment Advisors’s McKesson MCK Stock Holding History

Soltis Investment 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 		$2.49M Hold
3,300
– – 0.14% 143
2026
Q1 		$2.86M Buy
+3,300
New +$2.95M 0.18% 125

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

Soltis Investment Advisors's MCK Position: Q2 2026 in Review

Soltis Investment Advisors increased its McKesson (MCK) stake by 1.8% in Q2 2026, buying an estimated $117K and bringing the position to 8,309 shares worth $6.28M. The position accounts for 0.35% of the portfolio, ranked #72.

Soltis Investment Advisors first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.59M in Q1 2024. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Soltis Investment Advisors held 8,309 shares of McKesson worth $6.28M as of Q2 2026.
  • Soltis Investment Advisors bought 147 McKesson shares in Q2 2026, an estimated $117K.
  • McKesson made up 0.35% of Soltis Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Soltis Investment Advisors first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
  • Soltis Investment Advisors's McKesson position peaked at $7.59M in Q1 2024.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.