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Ariadne Wealth Management’s McKesson MCK Stock Holding History

Ariadne Wealth Management’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 		– Sell
-245
Closed -$224K – 261
2025
Q4 		$224K Sell
245
-24
-9% -$19.6K 0.09% 222
2025
Q3 		$228K Buy
+269
New +$189K 0.1% 213
2025
Q2 		– Sell
-342
Closed -$237K – 240
2025
Q1 		$237K Sell
342
-114
-25% -$70.5K 0.12% 178
2024
Q4 		$275K Buy
+456
New +$255K 0.13% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariadne Wealth Management's MCK Position: Q1 2026 in Review

Ariadne Wealth Management sold out of McKesson (MCK) in Q1 2026, closing a stake of 245 shares — an estimated $224K sold.

Ariadne Wealth Management first reported a position in MCK in Q4 2024 and held it in 4 quarters. The position peaked at $275K in Q4 2024. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Ariadne Wealth Management reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 245 McKesson shares in Q1 2026, an estimated $224K.
  • Ariadne Wealth Management first reported a position in McKesson in Q4 2024 and held it in 4 quarters.
  • Ariadne Wealth Management's McKesson position peaked at $275K in Q4 2024.
  • 2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.