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XML Financial’s McKesson MCK Stock Holding History

XML Financial’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 		$468K Buy
620
+1
+0.2% +$793 0.03% 295
2026
Q1 		$536K Sell
619
-10
-2% -$8.93K 0.04% 254
2025
Q4 		$516K Buy
629
+5
+0.8% +$4.08K 0.04% 251
2025
Q3 		$482K Buy
624
+1
+0.2% +$704 0.04% 254
2025
Q2 		$457K Buy
623
+292
+88% +$206K 0.04% 247
2025
Q1 		$223K Sell
331
-280
-46% -$173K 0.02% 326
2024
Q4 		$348K Buy
+611
New +$342K 0.03% 277
2024
Q3 		– Sell
-366
Closed -$214K – 353
2024
Q2 		$214K Sell
366
-32
-8% -$17.8K 0.02% 312
2024
Q1 		$214K Buy
+398
New +$202K 0.02% 317

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 $3.37T AUM 44.26% 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

XML Financial's MCK Position: Q2 2026 in Review

XML Financial increased its McKesson (MCK) stake by 0.16% in Q2 2026, buying an estimated $793 and bringing the position to 620 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #295.

XML Financial first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $536K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • XML Financial held 620 shares of McKesson worth $468K as of Q2 2026.
  • XML Financial bought 1 McKesson share in Q2 2026, an estimated $793.
  • McKesson made up 0.03% of XML Financial's portfolio in Q2 2026, its #295 holding.
  • XML Financial first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • XML Financial's McKesson position peaked at $536K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.