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Waverly Advisors’s McKesson MCK Stock Holding History

Waverly 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
Q1 		$4.25M Sell
4,914
-137
-3% -$122K 0.03% 444
2025
Q4 		$4.14M Buy
5,051
+1,552
+44% +$1.27M 0.03% 410
2025
Q3 		$2.7M Sell
3,499
-109
-3% -$76.8K 0.03% 446
2025
Q2 		$2.64M Buy
3,608
+41
+1% +$28.9K 0.03% 434
2025
Q1 		$2.4M Buy
3,567
+1,292
+57% +$799K 0.03% 441
2024
Q4 		$1.3M Buy
2,275
+345
+18% +$193K 0.02% 467
2024
Q3 		$954K Sell
1,930
-194
-9% -$108K 0.02% 455
2024
Q2 		$1.24M Buy
2,124
+1,366
+180% +$760K 0.02% 400
2024
Q1 		$407K Buy
+758
New +$385K 0.01% 516
2018
Q1 		– Sell
-6,712
Closed -$1.05M – 290
2017
Q4 		$1.05M Buy
6,712
+202
+3% +$29.9K 0.15% 95
2017
Q3 		$1M Hold
6,510
– – 0.22% 83
2017
Q2 		$1.07M Sell
6,510
-18
-0.3% -$2.73K 0.27% 70
2017
Q1 		$968K Buy
+6,528
New +$956K 0.26% 72
2014
Q4 		– Sell
-492
Closed -$96K – 566
2014
Q3 		$96K Hold
492
– – 0.05% 145
2014
Q2 		$92K Hold
492
– – 0.04% 157
2014
Q1 		$87K Sell
492
-115
-19% -$20.1K 0.04% 161
2013
Q4 		$98K Buy
607
+504
+489% +$77.4K 0.03% 236
2013
Q3 		$13K Buy
+103
New +$12.7K 0.01% 415

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's MCK Position: Q1 2026 in Review

Waverly Advisors reduced its McKesson (MCK) stake by 2.7% in Q1 2026, selling an estimated $122K and leaving 4,914 shares worth $4.25M. The position accounts for 0.03% of the portfolio, ranked #444.

Waverly Advisors first reported a position in MCK in Q3 2013 and has held it in 18 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Waverly Advisors held 4,914 shares of McKesson worth $4.25M as of Q1 2026.
  • Waverly Advisors sold 137 McKesson shares in Q1 2026, an estimated $122K.
  • McKesson made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #444 holding.
  • Waverly Advisors first reported a position in McKesson in Q3 2013 and has held it in 18 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.