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Basepoint Wealth’s McKesson MCK Stock Holding History

Basepoint 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
Q1 		$901K Sell
1,041
-3
-0.3% -$2.68K 0.52% 29
2025
Q4 		$857K Sell
1,044
-65
-6% -$53K 0.52% 26
2025
Q3 		$856K Buy
1,109
+1
+0.1% +$704 0.61% 26
2025
Q2 		$812K Hold
1,108
– – 0.63% 30
2025
Q1 		$746K Sell
1,108
-100
-8% -$61.8K 0.58% 31
2024
Q4 		$688K Sell
1,208
-8
-0.7% -$4.48K 0.55% 40
2024
Q3 		$601K Buy
1,216
+10
+0.8% +$5.57K 0.44% 56
2024
Q2 		$705K Buy
1,206
+1
+0.1% +$557 0.56% 45
2024
Q1 		$647K Buy
1,205
+219
+22% +$111K 0.49% 49
2023
Q4 		$456K Buy
986
+35
+4% +$15.9K 0.37% 68
2023
Q3 		$413K Buy
951
+23
+2% +$9.69K 0.34% 68
2023
Q2 		$397K Buy
928
+1
+0.1% +$384 0.33% 69
2023
Q1 		$330K Sell
927
-15
-2% -$5.42K 0.28% 72
2022
Q4 		$353K Buy
942
+1
+0.1% +$373 0.31% 67
2022
Q3 		$320K Sell
941
-30
-3% -$10.4K 0.34% 64
2022
Q2 		$317K Sell
971
-35
-3% -$11.2K 0.33% 61
2022
Q1 		$308K Buy
1,006
+1
+0.1% +$272 0.28% 59
2021
Q4 		$250K Buy
+1,005
New +$221K 0.24% 65

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

Basepoint Wealth's MCK Position: Q1 2026 in Review

Basepoint Wealth reduced its McKesson (MCK) stake by 0.29% in Q1 2026, selling an estimated $2.68K and leaving 1,041 shares worth $901K. The position accounts for 0.52% of the portfolio, ranked #29.

Basepoint Wealth first reported a position in MCK in Q4 2021 and has held it in 18 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Basepoint Wealth held 1,041 shares of McKesson worth $901K as of Q1 2026.
  • Basepoint Wealth sold 3 McKesson shares in Q1 2026, an estimated $2.68K.
  • McKesson made up 0.52% of Basepoint Wealth's portfolio in Q1 2026, its #29 holding.
  • Basepoint Wealth first reported a position in McKesson in Q4 2021 and has held it in 18 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.