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Wescott Financial Advisory Group’s McKesson MCK Stock Holding History

Wescott Financial Advisory Group’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
-247
Closed -$214K – 202
2026
Q1 		$214K Buy
247
+1
+0.4% +$893 0.02% 185
2025
Q4 		$202K Buy
+246
New +$201K 0.02% 181

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

Wescott Financial Advisory Group's MCK Position: Q2 2026 in Review

Wescott Financial Advisory Group sold out of McKesson (MCK) in Q2 2026, closing a stake of 247 shares — an estimated $214K sold.

Wescott Financial Advisory Group first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wescott Financial Advisory Group reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 247 McKesson shares in Q2 2026, an estimated $214K.
  • Wescott Financial Advisory Group first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
  • Wescott Financial Advisory Group's McKesson position peaked at $214K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.