Valley Financial Group’s McKesson MCK Stock Holding History

Valley Financial 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	-242	Closed	-$209K	–	64
2026 Q1	$209K	Buy	+242	New	+$216K	0.11%	58

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

Valley Financial Group's MCK Position: Q2 2026 in Review

Valley Financial Group sold out of McKesson (MCK) in Q2 2026, closing a stake of 242 shares — an estimated $209K sold.

Valley Financial Group first reported a position in MCK in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Valley Financial Group reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Valley Financial Group sold 242 McKesson shares in Q2 2026, an estimated $209K.
Valley Financial Group first reported a position in McKesson in Q1 2026 and held it in 1 quarter.
Valley Financial Group's McKesson position peaked at $209K in Q1 2026.
2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.