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WBI Investments’s McKesson MCK Stock Holding History

WBI Investments’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 		$2.51M Buy
3,317
+2,934
+766% +$2.33M 0.62% 35
2026
Q1 		$332K Sell
383
-1,519
-80% -$1.36M 0.09% 229
2025
Q4 		$1.56M Buy
1,902
+275
+17% +$224K 0.41% 50
2025
Q3 		$1.26M Sell
1,627
-582
-26% -$410K 0.32% 78
2025
Q2 		$1.62M Sell
2,209
-1,354
-38% -$956K 0.42% 62
2025
Q1 		$2.4M Buy
+3,563
New +$2.2M 0.63% 44
2024
Q4 		– Sell
-1,609
Closed -$796K – 255
2024
Q3 		$796K Buy
+1,609
New +$896K 0.19% 126
2024
Q1 		– Sell
-2,099
Closed -$972K – 218
2023
Q4 		$972K Sell
2,099
-5,337
-72% -$2.43M 0.19% 113
2023
Q3 		$3.23M Buy
7,436
+2,559
+52% +$1.08M 0.65% 36
2023
Q2 		$2.08M Buy
4,877
+775
+19% +$298K 0.38% 75
2023
Q1 		$1.46M Buy
+4,102
New +$1.48M 0.29% 93
2019
Q4 		– Sell
-12,604
Closed -$1.72M – 229
2019
Q3 		$1.72M Buy
+12,604
New +$1.79M 0.16% 105

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

WBI Investments's MCK Position: Q2 2026 in Review

WBI Investments increased its McKesson (MCK) stake by 766% in Q2 2026, buying an estimated $2.33M and bringing the position to 3,317 shares worth $2.51M. The position accounts for 0.62% of the portfolio, ranked #35.

WBI Investments first reported a position in MCK in Q3 2019 and has held it in 12 quarters since. The position peaked at $3.23M in Q3 2023. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • WBI Investments held 3,317 shares of McKesson worth $2.51M as of Q2 2026.
  • WBI Investments bought 2,934 McKesson shares in Q2 2026, an estimated $2.33M.
  • McKesson made up 0.62% of WBI Investments's portfolio in Q2 2026, its #35 holding.
  • WBI Investments first reported a position in McKesson in Q3 2019 and has held it in 12 quarters since.
  • WBI Investments's McKesson position peaked at $3.23M in Q3 2023.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.