WANY
MCK icon

Wealthspire Advisors (New York)’s McKesson MCK Stock Holding History

Wealthspire Advisors (New York)’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 		$1.45M Buy
1,919
+1,036
+117% +$821K 0.01% 485
2026
Q1 		$764K Sell
883
-966
-52% -$862K 0.01% 462
2025
Q4 		$1.52M Buy
1,849
+1,106
+149% +$903K 0.01% 346
2025
Q3 		$574K Sell
743
-567
-43% -$399K ﹤0.01% 501
2025
Q2 		$960K Buy
1,310
+56
+4% +$39.5K 0.01% 396
2025
Q1 		$844K Sell
1,254
-4
-0.3% -$2.47K 0.01% 417
2024
Q4 		$717K Sell
1,258
-325
-21% -$182K 0.01% 434
2024
Q3 		$783K Sell
1,583
-40
-2% -$22.3K 0.01% 411
2024
Q2 		$948K Buy
1,623
+133
+9% +$74K 0.01% 320
2024
Q1 		$800K Sell
1,490
-114
-7% -$57.9K 0.01% 345
2023
Q4 		$742K Buy
1,604
+463
+41% +$211K 0.01% 361
2023
Q3 		$496K Buy
1,141
+293
+35% +$123K 0.01% 396
2023
Q2 		$362K Buy
+848
New +$326K 0.01% 425
2023
Q1 		– Sell
-740
Closed -$278K – 572
2022
Q4 		$278K Buy
+740
New +$276K 0.01% 470
2022
Q1 		– Sell
-1,134
Closed -$282K – 502
2021
Q4 		$282K Buy
+1,134
New +$249K 0.01% 431
2021
Q2 		– Sell
-2,055
Closed -$401K – 546
2021
Q1 		$401K Buy
2,055
+174
+9% +$31.8K 0.01% 460
2020
Q4 		$327K Buy
+1,881
New +$313K 0.01% 414
2020
Q3 		– Sell
-1,445
Closed -$222K – 338
2020
Q2 		$222K Sell
1,445
-1,036
-42% -$150K 0.02% 245
2020
Q1 		$336K Buy
+2,481
New +$363K 0.01% 359
2019
Q1 		– Sell
-187
Closed -$21K – 493
2018
Q4 		$21K Buy
+187
New +$23.3K ﹤0.01% 330

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MCK Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its McKesson (MCK) stake by 117% in Q2 2026, buying an estimated $821K and bringing the position to 1,919 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #485.

Wealthspire Advisors (New York) first reported a position in MCK in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.52M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,919 shares of McKesson worth $1.45M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 1,036 McKesson shares in Q2 2026, an estimated $821K.
  • McKesson made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #485 holding.
  • Wealthspire Advisors (New York) first reported a position in McKesson in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s McKesson position peaked at $1.52M in Q4 2025.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.