Transamerica Financial Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $292K | Sell |
385
-10
| -3% | -$7.93K | 0.02% | 365 |
|
|
2026
Q1 | $343K | Buy |
395
+255
| +182% | +$228K | 0.03% | 322 |
|
|
2025
Q4 | $115K | Buy |
140
+50
| +56% | +$40.8K | 0.01% | 437 |
|
|
2025
Q3 | $69K | Buy |
90
+88
| +4,400% | +$62K | 0.01% | 448 |
|
|
2025
Q2 | $844 | Hold |
2
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $1K | Sell |
2
-232
| -99% | -$129K | ﹤0.01% | 511 |
|
|
2024
Q2 | $137K | Hold |
234
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $126K | Sell |
234
-909
| -80% | -$462K | 0.01% | 242 |
|
|
2023
Q4 | $530K | Sell |
1,143
-283
| -20% | -$129K | 0.07% | 172 |
|
|
2023
Q3 | $620K | Sell |
1,426
-30
| -2% | -$12.6K | 0.08% | 150 |
|
|
2023
Q2 | $623K | Buy |
1,456
+177
| +14% | +$68K | 0.08% | 162 |
|
|
2023
Q1 | $456K | Buy |
1,279
+149
| +13% | +$53.8K | 0.06% | 182 |
|
|
2022
Q4 | $424K | Sell |
1,130
-1,191
| -51% | -$444K | 0.06% | 175 |
|
|
2022
Q3 | $789K | Sell |
2,321
-986
| -30% | -$342K | 0.12% | 137 |
|
|
2022
Q2 | $1.08M | Buy |
+3,307
| New | +$1.06M | 0.15% | 103 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 374 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$144 | ﹤0.01% | 445 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 368 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$125 | ﹤0.01% | 493 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 328 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 459 |
|
|
2018
Q2 | $1K | Sell |
1
-7
| -88% | -$1.02K | ﹤0.01% | 431 |
|
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 326 |
|
|
2017
Q4 | $2K | Sell |
8
-12
| -60% | -$1.78K | ﹤0.01% | 316 |
|
|
2017
Q3 | $4K | Sell |
20
-2
| -9% | -$312 | ﹤0.01% | 291 |
|
|
2017
Q2 | $4K | Sell |
22
-7,147
| -100% | -$1.08M | ﹤0.01% | 269 |
|
|
2017
Q1 | $1.06M | Sell |
7,169
-26
| -0.4% | -$3.81K | 0.13% | 146 |
|
|
2016
Q4 | $1.01M | Buy |
7,195
+24
| +0.3% | +$3.53K | 0.12% | 148 |
|
|
2016
Q3 | $1.2M | Buy |
7,171
+520
| +8% | +$96.9K | 0.13% | 145 |
|
|
2016
Q2 | $1.24M | Buy |
6,651
+348
| +6% | +$61K | 0.13% | 146 |
|
|
2016
Q1 | $992K | Buy |
6,303
+6,009
| +2,044% | +$971K | 0.08% | 170 |
|
|
2015
Q4 | $58K | Sell |
294
-3
| -1% | -$566 | ﹤0.01% | 389 |
|
|
2015
Q3 | $55K | Buy |
297
+31
| +12% | +$6.57K | ﹤0.01% | 374 |
|
|
2015
Q2 | $60K | Buy |
266
+226
| +565% | +$52.3K | ﹤0.01% | 424 |
|
|
2015
Q1 | $9K | Buy |
40
+17
| +74% | +$3.77K | ﹤0.01% | 638 |
|
|
2014
Q4 | $5K | Buy |
23
+17
| +283% | +$3.45K | ﹤0.01% | 554 |
|
|
2014
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 576 |
|
|
2014
Q2 | $2K | Buy |
6
+2
| +50% | +$356 | ﹤0.01% | 588 |
|
|
2014
Q1 | $1K | Sell |
4
-10
| -71% | -$1.75K | ﹤0.01% | 602 |
|
|
2013
Q4 | $3K | Sell |
14
-2,792
| -100% | -$429K | ﹤0.01% | 529 |
|
|
2013
Q3 | $360K | Sell |
2,806
-7,316
| -72% | -$899K | 0.05% | 170 |
|
|
2013
Q2 | $1.16M | Buy |
+10,122
| New | +$1.13M | 0.19% | 62 |
|
Other funds holding MCK
Transamerica Financial Advisors's MCK Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its McKesson (MCK) stake by 2.5% in Q2 2026, selling an estimated $7.93K and leaving 385 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #365.
Transamerica Financial Advisors first reported a position in MCK in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.24M in Q2 2016. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Transamerica Financial Advisors held 385 shares of McKesson worth $292K as of Q2 2026.
- Transamerica Financial Advisors sold 10 McKesson shares in Q2 2026, an estimated $7.93K.
- McKesson made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #365 holding.
- Transamerica Financial Advisors first reported a position in McKesson in Q2 2013 and has held it in 42 quarters since.
- Transamerica Financial Advisors's McKesson position peaked at $1.24M in Q2 2016.
- 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.