Woodward Financial Advisors’s McKesson MCK Stock Holding History

Woodward Financial 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	$478K	Hold	633	–	–	0.16%	43
2026 Q1	$545K	Hold	633	–	–	0.21%	34
2025 Q4	$519K	Hold	633	–	–	0.19%	35
2025 Q3	$489K	Hold	633	–	–	0.19%	37
2025 Q2	$464K	Hold	633	–	–	0.19%	40
2025 Q1	$426K	Hold	633	–	–	0.2%	39
2024 Q4	$361K	Sell	633 -9	-1%	-$5.04K	0.18%	42
2024 Q3	$317K	Buy	642 +9	+1%	+$5.01K	0.16%	44
2024 Q2	$371K	Hold	633	–	–	0.21%	40
2024 Q1	$340K	Hold	633	–	–	0.2%	42
2023 Q4	$293K	Hold	633	–	–	0.19%	41
2023 Q3	$275K	Hold	633	–	–	0.2%	42
2023 Q2	$270K	Buy	+633	New	+$243K	0.2%	41

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 $3.38T AUM 44.17% 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

Woodward Financial Advisors's MCK Position: Q2 2026 in Review

Woodward Financial Advisors held its McKesson (MCK) position steady in Q2 2026 at 633 shares worth $478K. The position accounts for 0.16% of the portfolio, ranked #43.

Woodward Financial Advisors first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $545K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Woodward Financial Advisors held 633 shares of McKesson worth $478K as of Q2 2026.
Woodward Financial Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.16% of Woodward Financial Advisors's portfolio in Q2 2026, its #43 holding.
Woodward Financial Advisors first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
Woodward Financial Advisors's McKesson position peaked at $545K in Q1 2026.
2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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