Alaethes Wealth’s McKesson MCK Stock Holding History

Alaethes Wealth’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 Q1	$1.66M	Buy	1,920 +1,554	+425%	+$1.39M	0.47%	68
2025 Q4	$301K	Hold	366	–	–	0.08%	102
2025 Q3	$283K	Hold	366	–	–	0.08%	97
2025 Q2	$268K	Sell	366 -155	-30%	-$109K	0.08%	98
2025 Q1	$351K	Hold	521	–	–	0.13%	95
2024 Q4	$297K	Hold	521	–	–	0.11%	98
2024 Q3	$258K	Buy	521 +155	+42%	+$86.3K	0.1%	104
2024 Q2	$214K	Buy	+366	New	+$204K	0.09%	106
2024 Q1	–	Sell	-707	Closed	-$327K	–	113
2023 Q4	$327K	Hold	707	–	–	0.15%	98
2023 Q3	$307K	Hold	707	–	–	0.17%	97
2023 Q2	$302K	Sell	707 -345	-33%	-$133K	0.17%	97
2023 Q1	$375K	Buy	+1,052	New	+$380K	0.22%	96
2022 Q2	–	Sell	-325	Closed	-$99K	–	226
2022 Q1	$99K	Hold	325	–	–	0.06%	119
2021 Q4	$81K	Hold	325	–	–	0.05%	119
2021 Q3	$65K	Hold	325	–	–	0.05%	122
2021 Q2	$62K	Buy	+325	New	+$62.8K	0.05%	122

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alaethes Wealth's MCK Position: Q1 2026 in Review

Alaethes Wealth increased its McKesson (MCK) stake by 425% in Q1 2026, buying an estimated $1.39M and bringing the position to 1,920 shares worth $1.66M. The position accounts for 0.47% of the portfolio, ranked #68.

Alaethes Wealth first reported a position in MCK in Q2 2021 and has held it in 16 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Alaethes Wealth held 1,920 shares of McKesson worth $1.66M as of Q1 2026.
Alaethes Wealth bought 1,554 McKesson shares in Q1 2026, an estimated $1.39M.
McKesson made up 0.47% of Alaethes Wealth's portfolio in Q1 2026, its #68 holding.
Alaethes Wealth first reported a position in McKesson in Q2 2021 and has held it in 16 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.