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Stratos Wealth Advisors’s McKesson MCK Stock Holding History

Stratos 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
Q1 		$592K Buy
684
+176
+35% +$157K 0.04% 359
2025
Q4 		$417K Sell
508
-35
-6% -$28.6K 0.02% 470
2025
Q3 		$420K Sell
543
-104
-16% -$73.2K 0.02% 484
2025
Q2 		$474K Sell
647
-22
-3% -$15.5K 0.03% 460
2025
Q1 		$451K Sell
669
-144
-18% -$89K 0.02% 457
2024
Q4 		$464K Sell
813
-220
-21% -$123K 0.02% 492
2024
Q3 		$511K Buy
1,033
+97
+10% +$54K 0.02% 496
2024
Q2 		$547K Buy
936
+347
+59% +$193K 0.03% 450
2024
Q1 		$316K Buy
589
+3
+0.5% +$1.52K 0.02% 543
2023
Q4 		$271K Buy
586
+33
+6% +$15K 0.02% 575
2023
Q3 		$241K Buy
+553
New +$233K 0.02% 580

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Advisors's MCK Position: Q1 2026 in Review

Stratos Wealth Advisors increased its McKesson (MCK) stake by 35% in Q1 2026, buying an estimated $157K and bringing the position to 684 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #359.

Stratos Wealth Advisors first reported a position in MCK in Q3 2023 and has held it in 11 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Stratos Wealth Advisors held 684 shares of McKesson worth $592K as of Q1 2026.
  • Stratos Wealth Advisors bought 176 McKesson shares in Q1 2026, an estimated $157K.
  • McKesson made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #359 holding.
  • Stratos Wealth Advisors first reported a position in McKesson in Q3 2023 and has held it in 11 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.