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Valmark Advisers’s McKesson MCK Stock Holding History

Valmark Advisers’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 		$920K Buy
1,217
+225
+23% +$178K 0.01% 374
2026
Q1 		$858K Buy
992
+214
+28% +$191K 0.01% 378
2025
Q4 		$638K Sell
778
-84
-10% -$68.5K 0.01% 405
2025
Q3 		$666K Buy
862
+19
+2% +$13.4K 0.01% 389
2025
Q2 		$618K Buy
843
+17
+2% +$12K 0.01% 411
2025
Q1 		$556K Buy
826
+10
+1% +$6.18K 0.01% 405
2024
Q4 		$465K Sell
816
-104
-11% -$58.2K 0.01% 432
2024
Q3 		$455K Buy
920
+220
+31% +$123K 0.01% 431
2024
Q2 		$409K Buy
700
+22
+3% +$12.2K 0.01% 423
2024
Q1 		$364K Buy
678
+191
+39% +$97K 0.01% 426
2023
Q4 		$225K Sell
487
-3
-0.6% -$1.36K ﹤0.01% 470
2023
Q3 		$213K Buy
490
+3
+0.6% +$1.26K ﹤0.01% 454
2023
Q2 		$208K Buy
+487
New +$187K ﹤0.01% 456

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 $3.37T AUM 44.26% 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

Valmark Advisers's MCK Position: Q2 2026 in Review

Valmark Advisers increased its McKesson (MCK) stake by 23% in Q2 2026, buying an estimated $178K and bringing the position to 1,217 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #374.

Valmark Advisers first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Valmark Advisers held 1,217 shares of McKesson worth $920K as of Q2 2026.
  • Valmark Advisers bought 225 McKesson shares in Q2 2026, an estimated $178K.
  • McKesson made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #374 holding.
  • Valmark Advisers first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.