Beaird Harris Wealth Management’s McKesson MCK Stock Holding History

Beaird Harris 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 Q2	$327K	Hold	433	–	–	0.02%	116
2026 Q1	$375K	Hold	433	–	–	0.03%	108
2025 Q4	$355K	Sell	433 -2	-0.5%	-$1.63K	0.02%	106
2025 Q3	$336K	Buy	435 +4	+0.9%	+$2.82K	0.02%	109
2025 Q2	$316K	Buy	431 +5	+1%	+$3.53K	0.02%	110
2025 Q1	$287K	Hold	426	–	–	0.02%	108
2024 Q4	$243K	Hold	426	–	–	0.02%	121
2024 Q3	$211K	Buy	426 +420	+7,000%	+$234K	0.02%	125
2024 Q2	$3.66K	Hold	6	–	–	﹤0.01%	478
2024 Q1	$3.22K	Hold	6	–	–	﹤0.01%	427
2023 Q4	$2.78K	Buy	+6	New	+$2.73K	﹤0.01%	432
2023 Q1	–	Sell	-18	Closed	-$6.75K	–	638
2022 Q4	$6.75K	Buy	+18	New	+$6.71K	﹤0.01%	374
2022 Q2	–	Sell	-552	Closed	-$169K	–	521
2022 Q1	$169K	Buy	552 +14	+3%	+$3.81K	0.06%	96
2021 Q4	$134K	Buy	+538	New	+$118K	0.05%	138

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beaird Harris Wealth Management's MCK Position: Q2 2026 in Review

Beaird Harris Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 433 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #116.

Beaird Harris Wealth Management first reported a position in MCK in Q4 2021 and has held it in 14 quarters since. The position peaked at $375K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Beaird Harris Wealth Management held 433 shares of McKesson worth $327K as of Q2 2026.
Beaird Harris Wealth Management left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #116 holding.
Beaird Harris Wealth Management first reported a position in McKesson in Q4 2021 and has held it in 14 quarters since.
Beaird Harris Wealth Management's McKesson position peaked at $375K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.