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Warren Street Wealth Advisors’s McKesson MCK Stock Holding History

Warren Street 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 		$240K Sell
317
-18
-5% -$14.3K 0.05% 124
2026
Q1 		$290K Buy
335
+33
+11% +$29.5K 0.07% 96
2025
Q4 		$248K Sell
302
-17
-5% -$13.9K 0.07% 92
2025
Q3 		$246K Buy
319
+15
+5% +$10.6K 0.07% 119
2025
Q2 		$223K Buy
+304
New +$215K 0.07% 122

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Warren Street Wealth Advisors's MCK Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its McKesson (MCK) stake by 5.4% in Q2 2026, selling an estimated $14.3K and leaving 317 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #124.

Warren Street Wealth Advisors first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $290K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Warren Street Wealth Advisors held 317 shares of McKesson worth $240K as of Q2 2026.
  • Warren Street Wealth Advisors sold 18 McKesson shares in Q2 2026, an estimated $14.3K.
  • McKesson made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Warren Street Wealth Advisors first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • Warren Street Wealth Advisors's McKesson position peaked at $290K in Q1 2026.
  • 1,193 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.