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Advus Financial Partners, LLC’s McKesson MCK Stock Holding History

Advus Financial Partners, LLC’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 		$471K Sell
624
-10
-2% -$7.93K 0.11% 140
2026
Q1 		$549K Hold
634
– – 0.14% 112
2025
Q4 		$520K Sell
634
-227
-26% -$185K 0.13% 115
2025
Q3 		$665K Sell
861
-45
-5% -$31.7K 0.16% 98
2025
Q2 		$664K Sell
906
-31
-3% -$21.9K 0.17% 94
2025
Q1 		$631K Buy
937
+64
+7% +$39.6K 0.18% 83
2024
Q4 		$498K Sell
873
-2
-0.2% -$1.12K 0.14% 103
2024
Q3 		$433K Sell
875
-29
-3% -$16.1K 0.12% 115
2024
Q2 		$528K Hold
904
– – 0.16% 90
2024
Q1 		$485K Sell
904
-123
-12% -$62.5K 0.15% 97
2023
Q4 		$475K Buy
1,027
+6
+0.6% +$2.73K 0.16% 87
2023
Q3 		$444K Buy
1,021
+155
+18% +$65.3K 0.17% 78
2023
Q2 		$370K Buy
866
+126
+17% +$48.4K 0.14% 91
2023
Q1 		$263K Sell
740
-124
-14% -$44.8K 0.11% 115
2022
Q4 		$324K Buy
864
+158
+22% +$58.9K 0.14% 98
2022
Q3 		$240K Buy
+706
New +$245K 0.13% 108

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

Advus Financial Partners, LLC's MCK Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its McKesson (MCK) stake by 1.6% in Q2 2026, selling an estimated $7.93K and leaving 624 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #140.

Advus Financial Partners, LLC first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $665K in Q3 2025. 2,006 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Advus Financial Partners, LLC held 624 shares of McKesson worth $471K as of Q2 2026.
  • Advus Financial Partners, LLC sold 10 McKesson shares in Q2 2026, an estimated $7.93K.
  • McKesson made up 0.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #140 holding.
  • Advus Financial Partners, LLC first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • Advus Financial Partners, LLC's McKesson position peaked at $665K in Q3 2025.
  • 2,006 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.