Wills Financial Group’s McKesson MCK Stock Holding History

Wills Financial 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	$378K	Hold	500	–	–	0.14%	64
2026 Q1	$369K	Hold	500	–	–	0.14%	60
2025 Q4	$410K	Hold	500	–	–	0.16%	60
2025 Q3	$386K	Hold	500	–	–	0.16%	54
2025 Q2	$366K	Hold	500	–	–	0.16%	52
2025 Q1	$336K	Hold	500	–	–	0.15%	54
2024 Q4	$285K	Hold	500	–	–	0.12%	57
2024 Q3	$247K	Hold	500	–	–	0.1%	60
2024 Q2	$292K	Hold	500	–	–	0.13%	56
2024 Q1	$268K	Hold	500	–	–	0.13%	57
2023 Q4	$231K	Hold	500	–	–	0.12%	54
2023 Q3	$217K	Hold	500	–	–	0.12%	63
2023 Q2	$214K	Buy	+500	New	+$192K	0.11%	65
2016 Q3	–	Sell	-1,175	Closed	-$219K	–	73
2016 Q2	$219K	Buy	+1,175	New	+$206K	0.18%	68
2016 Q1	–	Sell	-1,175	Closed	-$231K	–	78
2015 Q4	$231K	Hold	1,175	–	–	0.2%	68
2015 Q3	$217K	Buy	+1,175	New	+$249K	0.2%	67

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wills Financial Group's MCK Position: Q2 2026 in Review

Wills Financial Group held its McKesson (MCK) position steady in Q2 2026 at 500 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #64.

Wills Financial Group first reported a position in MCK in Q3 2015 and has held it in 16 quarters since. The position peaked at $410K in Q4 2025. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Wills Financial Group held 500 shares of McKesson worth $378K as of Q2 2026.
Wills Financial Group left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.14% of Wills Financial Group's portfolio in Q2 2026, its #64 holding.
Wills Financial Group first reported a position in McKesson in Q3 2015 and has held it in 16 quarters since.
Wills Financial Group's McKesson position peaked at $410K in Q4 2025.
1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.