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Whipplewood Advisors’s McKesson MCK Stock Holding History

Whipplewood 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 		$17.4K Sell
23
-187
-89% -$148K 0.01% 206
2026
Q1 		$182K Buy
210
+204
+3,400% +$182K 0.09% 136
2025
Q4 		$4.92K Buy
+6
New +$4.9K ﹤0.01% 306
2025
Q3 		– Sell
-399
Closed -$292K – 821
2025
Q2 		$292K Sell
399
-408
-51% -$288K 0.16% 129
2025
Q1 		$283K Buy
807
+370
+85% +$229K 0.17% 130
2024
Q4 		$249K Buy
+437
New +$245K 0.14% 139

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

Whipplewood Advisors's MCK Position: Q2 2026 in Review

Whipplewood Advisors reduced its McKesson (MCK) stake by 89% in Q2 2026, selling an estimated $148K and leaving 23 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #206.

Whipplewood Advisors first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q2 2025. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Whipplewood Advisors held 23 shares of McKesson worth $17.4K as of Q2 2026.
  • Whipplewood Advisors sold 187 McKesson shares in Q2 2026, an estimated $148K.
  • McKesson made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #206 holding.
  • Whipplewood Advisors first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's McKesson position peaked at $292K in Q2 2025.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.