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Bullock Wealth Management’s McKesson MCK Stock Holding History

Bullock 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 		$462K Buy
601
+377
+168% +$299K 0.2% 107
2026
Q1 		$195K Buy
224
+121
+117% +$108K 0.1% 168
2025
Q4 		$84.5K Hold
103
– – 0.04% 219
2025
Q3 		$78.8K Hold
103
– – 0.04% 227
2025
Q2 		$75K Hold
103
– – 0.04% 214
2025
Q1 		$69.4K Sell
103
-17
-14% -$10.5K 0.04% 214
2024
Q4 		$68.4K Sell
120
-50
-29% -$28K 0.04% 222
2024
Q3 		$84.7K Hold
170
– – 0.05% 198
2024
Q2 		$99.7K Sell
170
-87
-34% -$48.4K 0.07% 185
2024
Q1 		$138K Buy
+257
New +$130K 0.09% 166

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bullock Wealth Management's MCK Position: Q2 2026 in Review

Bullock Wealth Management increased its McKesson (MCK) stake by 168% in Q2 2026, buying an estimated $299K and bringing the position to 601 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #107.

Bullock Wealth Management first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Bullock Wealth Management held 601 shares of McKesson worth $462K as of Q2 2026.
  • Bullock Wealth Management bought 377 McKesson shares in Q2 2026, an estimated $299K.
  • McKesson made up 0.2% of Bullock Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Bullock Wealth Management first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.