Alpha Family Trust’s McKesson MCK Stock Holding History

Alpha Family Trust’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	$325K	Hold	375	–	–	0.16%	124
2025 Q4	$308K	Hold	375	–	–	0.14%	134
2025 Q3	$290K	Hold	375	–	–	0.14%	131
2025 Q2	$275K	Hold	375	–	–	0.14%	140
2025 Q1	$252K	Hold	375	–	–	0.15%	137
2024 Q4	$214K	Buy	+375	New	+$210K	0.12%	147
2024 Q3	–	Sell	-375	Closed	-$219K	–	166
2024 Q2	$219K	Hold	375	–	–	0.13%	137
2024 Q1	$201K	Buy	+375	New	+$190K	0.12%	150

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

Alpha Family Trust's MCK Position: Q1 2026 in Review

Alpha Family Trust held its McKesson (MCK) position steady in Q1 2026 at 375 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #124.

Alpha Family Trust first reported a position in MCK in Q1 2024 and has held it in 8 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Alpha Family Trust held 375 shares of McKesson worth $325K as of Q1 2026.
Alpha Family Trust left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.16% of Alpha Family Trust's portfolio in Q1 2026, its #124 holding.
Alpha Family Trust first reported a position in McKesson in Q1 2024 and has held it in 8 quarters since.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.