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 Q2	$2.02M	Buy	2,674 +754	+39%	+$598K	0.59%	53
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 $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

Alaethes Wealth's MCK Position: Q2 2026 in Review

Alaethes Wealth increased its McKesson (MCK) stake by 39% in Q2 2026, buying an estimated $598K and bringing the position to 2,674 shares worth $2.02M. The position accounts for 0.59% of the portfolio, ranked #53.

Alaethes Wealth first reported a position in MCK in Q2 2021 and has held it in 17 quarters since. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Alaethes Wealth held 2,674 shares of McKesson worth $2.02M as of Q2 2026.
Alaethes Wealth bought 754 McKesson shares in Q2 2026, an estimated $598K.
McKesson made up 0.59% of Alaethes Wealth's portfolio in Q2 2026, its #53 holding.
Alaethes Wealth first reported a position in McKesson in Q2 2021 and has held it in 17 quarters since.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.