Twin Peaks Wealth Advisors’s McKesson MCK Stock Holding History

Twin Peaks 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 Q2	$701K	Sell	928 -1	-0.1%	-$793	0.16%	100
2026 Q1	$804K	Buy	929 +9	+1%	+$8.03K	0.2%	77
2025 Q4	$885K	Buy	920 +21	+2%	+$17.1K	0.26%	73
2025 Q3	$694K	Sell	899 -5	-0.6%	-$3.52K	0.24%	77
2025 Q2	$595K	Sell	904 -39	-4%	-$27.5K	0.19%	80
2025 Q1	$653K	Sell	943 -10	-1%	-$6.18K	0.3%	69
2024 Q4	$543K	Buy	953 +26	+3%	+$14.6K	0.23%	75
2024 Q3	$458K	Sell	927 -4	-0.4%	-$2.23K	0.21%	77
2024 Q2	$544K	Buy	931 +6	+0.6%	+$3.34K	0.27%	74
2024 Q1	$497K	Sell	925 -114	-11%	-$57.9K	0.28%	70
2023 Q4	$481K	Buy	+1,039	New	+$472K	0.31%	66

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

Twin Peaks Wealth Advisors's MCK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its McKesson (MCK) stake by 0.11% in Q2 2026, selling an estimated $793 and leaving 928 shares worth $701K. The position accounts for 0.16% of the portfolio, ranked #100.

Twin Peaks Wealth Advisors first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $885K in Q4 2025. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Twin Peaks Wealth Advisors held 928 shares of McKesson worth $701K as of Q2 2026.
Twin Peaks Wealth Advisors sold 1 McKesson share in Q2 2026, an estimated $793.
McKesson made up 0.16% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Twin Peaks Wealth Advisors first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's McKesson position peaked at $885K in Q4 2025.
2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.