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Axxcess Wealth Management’s McKesson MCK Stock Holding History

Axxcess 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
-1,289
Closed -$1.06M – 749
2025
Q4 		$1.06M Hold
1,289
– – 0.02% 500
2025
Q3 		$996K Buy
1,289
+391
+44% +$275K 0.02% 445
2025
Q2 		$658K Buy
898
+355
+65% +$251K 0.02% 526
2025
Q1 		$365K Sell
543
-1,629
-75% -$1.01M 0.01% 623
2024
Q4 		$1.24M Buy
2,172
+117
+6% +$65.5K 0.03% 364
2024
Q3 		$1.02M Buy
2,055
+1,367
+199% +$761K 0.02% 388
2024
Q2 		$402K Buy
688
+5
+0.7% +$2.78K 0.01% 574
2024
Q1 		$367K Sell
683
-63
-8% -$32K 0.01% 615
2023
Q4 		$346K Sell
746
-1,664
-69% -$757K 0.01% 607
2023
Q3 		$1.05M Buy
+2,410
New +$1.02M 0.04% 313

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Axxcess Wealth Management sold out of McKesson (MCK) in Q1 2026, closing a stake of 1,289 shares — an estimated $1.06M sold.

Axxcess Wealth Management first reported a position in MCK in Q3 2023 and held it in 10 quarters. The position peaked at $1.24M in Q4 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Axxcess Wealth Management reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,289 McKesson shares in Q1 2026, an estimated $1.06M.
  • Axxcess Wealth Management first reported a position in McKesson in Q3 2023 and held it in 10 quarters.
  • Axxcess Wealth Management's McKesson position peaked at $1.24M in Q4 2024.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.