Visionary Wealth Advisors’s McKesson MCK Stock Holding History

Visionary 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	$341K	Sell	452 -4	-0.9%	-$3.17K	0.01%	516
2026 Q1	$394K	Sell	456 -16	-3%	-$14.3K	0.02%	457
2025 Q4	$387K	Sell	472 -75	-14%	-$61.2K	0.02%	444
2025 Q3	$422K	Hold	547	–	–	0.02%	425
2025 Q2	$401K	Buy	547 +1	+0.2%	+$706	0.02%	403
2025 Q1	$367K	Buy	546 +20	+4%	+$12.4K	0.02%	395
2024 Q4	$300K	Buy	526 +1	+0.2%	+$560	0.02%	440
2024 Q3	$260K	Buy	525 +93	+22%	+$51.8K	0.02%	471
2024 Q2	$253K	Buy	432 +17	+4%	+$9.46K	0.02%	442
2024 Q1	$223K	Buy	+415	New	+$211K	0.02%	457

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

Visionary Wealth Advisors's MCK Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its McKesson (MCK) stake by 0.88% in Q2 2026, selling an estimated $3.17K and leaving 452 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #516.

Visionary Wealth Advisors first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $422K in Q3 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Visionary Wealth Advisors held 452 shares of McKesson worth $341K as of Q2 2026.
Visionary Wealth Advisors sold 4 McKesson shares in Q2 2026, an estimated $3.17K.
McKesson made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #516 holding.
Visionary Wealth Advisors first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
Visionary Wealth Advisors's McKesson position peaked at $422K in Q3 2025.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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