Valued Wealth Advisors
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Valued Wealth Advisors’s McKesson MCK Stock Holding History

Valued 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
Q3 		$41.1K Hold
48
– – 0.01% 132
2026
Q2 		$36.4K Buy
48
+2
+4% +$1.59K 0.01% 140
2026
Q1 		$39.9K Buy
46
+3
+7% +$2.68K 0.02% 114
2025
Q4 		$35.4K Hold
43
– – 0.02% 114
2025
Q3 		$33.3K Hold
43
– – 0.02% 113
2025
Q2 		$31.6K Hold
43
– – 0.02% 118
2025
Q1 		$29K Hold
43
– – 0.02% 127
2024
Q4 		$24.6K Hold
43
– – 0.02% 138
2024
Q3 		$21.3K Buy
43
+2
+5% +$1.11K 0.01% 141
2024
Q2 		$24.1K Hold
41
– – 0.02% 113
2024
Q1 		$22.2K Hold
41
– – 0.02% 118
2023
Q4 		$17.9K Buy
+41
New +$18.6K 0.02% 90

Other funds holding MCK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Valued Wealth Advisors's MCK Position: Q3 2026 in Review

Valued Wealth Advisors held its McKesson (MCK) position steady in Q3 2026 at 48 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #132.

Valued Wealth Advisors first reported a position in MCK in Q4 2023 and has held it in 12 quarters since. 1,803 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Valued Wealth Advisors held 48 shares of McKesson worth $41.1K as of Q3 2026.
  • Valued Wealth Advisors left its McKesson share count unchanged in Q3 2026.
  • McKesson made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #132 holding.
  • Valued Wealth Advisors first reported a position in McKesson in Q4 2023 and has held it in 12 quarters since.
  • 1,803 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.