WBH Advisory’s McKesson MCK Stock Holding History

WBH Advisory’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	$489K	Buy	+647	New	+$513K	0.03%	255
2016 Q2	–	Sell	-1,920	Closed	-$301K	–	204
2016 Q1	$301K	Sell	1,920 -100	-5%	-$16.2K	0.1%	155
2015 Q4	$398K	Buy	2,020 +15	+0.7%	+$2.83K	0.14%	129
2015 Q3	$370K	Buy	2,005 +105	+6%	+$22.3K	0.15%	134
2015 Q2	$427K	Hold	1,900	–	–	0.17%	130
2015 Q1	$429K	Hold	1,900	–	–	0.12%	133
2014 Q4	$394K	Sell	1,900 -115	-6%	-$23.4K	0.15%	137
2014 Q3	$392K	Hold	2,015	–	–	0.14%	139
2014 Q2	$375K	Buy	2,015 +25	+1%	+$4.45K	0.14%	150
2014 Q1	$351K	Sell	1,990 -175	-8%	-$30.6K	0.14%	155
2013 Q4	$349K	Hold	2,165	–	–	0.14%	146
2013 Q3	$278K	Hold	2,165	–	–	0.12%	157
2013 Q2	$247K	Buy	+2,165	New	+$241K	0.11%	162

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 $3.38T AUM 44.17% 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

WBH Advisory's MCK Position: Q2 2026 in Review

WBH Advisory opened a new position in McKesson (MCK) in Q2 2026: 647 shares worth $489K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: WBH Advisory previously reported a position in MCK as recently as Q1 2016.

WBH Advisory first reported a position in MCK in Q2 2013 and has held it in 13 quarters since. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

WBH Advisory held 647 shares of McKesson worth $489K as of Q2 2026.
McKesson was a new WBH Advisory position in Q2 2026.
McKesson made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #255 holding.
WBH Advisory first reported a position in McKesson in Q2 2013 and has held it in 13 quarters since.
2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.