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Univest Financial’s McKesson MCK Stock Holding History

Univest Financial’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 		$489K Buy
647
+37
+6% +$29.3K 0.02% 202
2026
Q1 		$528K Hold
610
– – 0.03% 191
2025
Q4 		$500K Buy
610
+1
+0.2% +$816 0.03% 196
2025
Q3 		$470K Buy
609
+235
+63% +$165K 0.03% 194
2025
Q2 		$274K Buy
+374
New +$264K 0.02% 228
2024
Q4 		– Sell
-405
Closed -$200K – 285
2024
Q3 		$200K Buy
+405
New +$226K 0.01% 274

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 $3.38T AUM 44.17% 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

Univest Financial's MCK Position: Q2 2026 in Review

Univest Financial increased its McKesson (MCK) stake by 6.1% in Q2 2026, buying an estimated $29.3K and bringing the position to 647 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #202.

Univest Financial first reported a position in MCK in Q3 2024 and has held it in 6 quarters since. The position peaked at $528K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Univest Financial held 647 shares of McKesson worth $489K as of Q2 2026.
  • Univest Financial bought 37 McKesson shares in Q2 2026, an estimated $29.3K.
  • McKesson made up 0.02% of Univest Financial's portfolio in Q2 2026, its #202 holding.
  • Univest Financial first reported a position in McKesson in Q3 2024 and has held it in 6 quarters since.
  • Univest Financial's McKesson position peaked at $528K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.