Aufman Associates’s McKesson MCK Stock Holding History

Aufman Associates’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	$260K	Hold	300	–	–	0.13%	55
2025 Q4	$246K	Hold	300	–	–	0.13%	56
2025 Q3	$232K	Hold	300	–	–	0.13%	57
2025 Q2	$220K	Hold	300	–	–	0.14%	58
2025 Q1	$202K	Buy	+300	New	+$185K	0.14%	55

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

Aufman Associates's MCK Position: Q1 2026 in Review

Aufman Associates held its McKesson (MCK) position steady in Q1 2026 at 300 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #55.

Aufman Associates first reported a position in MCK in Q1 2025 and has held it in 5 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Aufman Associates held 300 shares of McKesson worth $260K as of Q1 2026.
Aufman Associates left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.13% of Aufman Associates's portfolio in Q1 2026, its #55 holding.
Aufman Associates first reported a position in McKesson in Q1 2025 and has held it in 5 quarters since.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.