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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
Q2 		$4.69M Buy
6,208
+1,294
+26% +$1.03M 0.03% 468
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 $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

Waverly Advisors's MCK Position: Q2 2026 in Review

Waverly Advisors increased its McKesson (MCK) stake by 26% in Q2 2026, buying an estimated $1.03M and bringing the position to 6,208 shares worth $4.69M. The position accounts for 0.03% of the portfolio, ranked #468.

Waverly Advisors first reported a position in MCK in Q3 2013 and has held it in 19 quarters since. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Waverly Advisors held 6,208 shares of McKesson worth $4.69M as of Q2 2026.
  • Waverly Advisors bought 1,294 McKesson shares in Q2 2026, an estimated $1.03M.
  • McKesson made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #468 holding.
  • Waverly Advisors first reported a position in McKesson in Q3 2013 and has held it in 19 quarters since.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.