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Strategic Wealth Investment Group’s McKesson MCK Stock Holding History

Strategic Wealth Investment 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 		– Sell
-259
Closed -$224K – 107
2026
Q1 		$224K Hold
259
– – 0.03% 92
2025
Q4 		$212K Sell
259
-105
-29% -$85.7K 0.03% 91
2025
Q3 		$281K Buy
+364
New +$256K 0.02% 108
2025
Q1 		– Sell
-364
Closed -$207K – 88
2024
Q4 		$207K Buy
+364
New +$204K 0.02% 131
2024
Q3 		– Sell
-365
Closed -$214K – 138
2024
Q2 		$214K Buy
+365
New +$203K 0.03% 130

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

Strategic Wealth Investment Group's MCK Position: Q2 2026 in Review

Strategic Wealth Investment Group sold out of McKesson (MCK) in Q2 2026, closing a stake of 259 shares — an estimated $224K sold.

Strategic Wealth Investment Group first reported a position in MCK in Q2 2024 and held it in 5 quarters. The position peaked at $281K in Q3 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Strategic Wealth Investment Group reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 259 McKesson shares in Q2 2026, an estimated $224K.
  • Strategic Wealth Investment Group first reported a position in McKesson in Q2 2024 and held it in 5 quarters.
  • Strategic Wealth Investment Group's McKesson position peaked at $281K in Q3 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.