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Wealth Preservation Advisors’s McKesson MCK Stock Holding History

Wealth Preservation 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 		– Sell
-44
Closed -$38.1K – 578
2026
Q1 		$38.1K Buy
44
+38
+633% +$33.9K 0.03% 207
2025
Q4 		$4.92K Hold
6
– – ﹤0.01% 380
2025
Q3 		$4.63K Hold
6
– – ﹤0.01% 380
2025
Q2 		$4.4K Sell
6
-1
-14% -$706 ﹤0.01% 377
2025
Q1 		$4.71K Buy
+7
New +$4.33K ﹤0.01% 384

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

Wealth Preservation Advisors's MCK Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of McKesson (MCK) in Q2 2026, closing a stake of 44 shares — an estimated $38.1K sold.

Wealth Preservation Advisors first reported a position in MCK in Q1 2025 and held it in 5 quarters. The position peaked at $38.1K in Q1 2026. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 44 McKesson shares in Q2 2026, an estimated $38.1K.
  • Wealth Preservation Advisors first reported a position in McKesson in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's McKesson position peaked at $38.1K in Q1 2026.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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