SS&H Financial Advisors’s McKesson MCK Stock Holding History

SS&H Financial 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	$2.57M	Buy	+3,400	New	+$2.7M	0.66%	35
2025 Q4	$2.79M	Hold	3,400	–	–	0.81%	31
2025 Q3	$2.63M	Hold	3,400	–	–	0.8%	33
2025 Q2	$2.49M	Hold	3,400	–	–	0.83%	35
2025 Q1	$2.29M	Hold	3,400	–	–	0.85%	34
2024 Q4	$1.94M	Hold	3,400	–	–	0.71%	38
2024 Q3	$1.68M	Hold	3,400	–	–	0.61%	43
2024 Q2	$1.99M	Hold	3,400	–	–	0.78%	37
2024 Q1	$1.82M	Hold	3,400	–	–	0.76%	38
2023 Q4	$1.57M	Hold	3,400	–	–	0.67%	43
2023 Q3	$1.48M	Buy	+3,400	New	+$1.43M	0.69%	43
2023 Q1	$1.21M	Hold	3,400	–	–	0.55%	50
2022 Q4	$1.28M	Hold	3,400	–	–	0.61%	51
2022 Q3	$1.16M	Hold	3,400	–	–	0.6%	51
2022 Q2	$1.11M	Hold	3,400	–	–	0.51%	56
2022 Q1	$1.04M	Buy	+3,400	New	+$925K	0.41%	64

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

SS&H Financial Advisors's MCK Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in McKesson (MCK) in Q2 2026: 3,400 shares worth $2.57M. The stake represents 0.66% of the portfolio and ranks #35 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in MCK as recently as Q4 2025.

SS&H Financial Advisors first reported a position in MCK in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.79M in Q4 2025. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

SS&H Financial Advisors held 3,400 shares of McKesson worth $2.57M as of Q2 2026.
McKesson was a new SS&H Financial Advisors position in Q2 2026.
McKesson made up 0.66% of SS&H Financial Advisors's portfolio in Q2 2026, its #35 holding.
SS&H Financial Advisors first reported a position in McKesson in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's McKesson position peaked at $2.79M in Q4 2025.
2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.