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Sound View Wealth Advisors Group’s McKesson MCK Stock Holding History

Sound View Wealth Advisors 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 		$295K Sell
390
-77
-16% -$61K 0.02% 361
2026
Q1 		$404K Buy
467
+62
+15% +$55.3K 0.03% 302
2025
Q4 		$332K Buy
405
+3
+0.7% +$2.45K 0.02% 341
2025
Q3 		$311K Sell
402
-8
-2% -$5.63K 0.02% 351
2025
Q2 		$300K Buy
410
+28
+7% +$19.8K 0.02% 347
2025
Q1 		$257K Sell
382
-2
-0.5% -$1.24K 0.02% 358
2024
Q4 		$219K Buy
+384
New +$215K 0.02% 384

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

Sound View Wealth Advisors Group's MCK Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its McKesson (MCK) stake by 16% in Q2 2026, selling an estimated $61K and leaving 390 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #361.

Sound View Wealth Advisors Group first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sound View Wealth Advisors Group held 390 shares of McKesson worth $295K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 77 McKesson shares in Q2 2026, an estimated $61K.
  • McKesson made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #361 holding.
  • Sound View Wealth Advisors Group first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Sound View Wealth Advisors Group's McKesson position peaked at $404K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.