Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s McKesson MCK Stock Holding History

Carson Wealth (CWM LLC)’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 		$22.7M Buy
26,201
+684
+3% +$610K 0.06% 302
2025
Q4 		$20.9M Buy
25,517
+8,478
+50% +$6.92M 0.06% 299
2025
Q3 		$13.2M Buy
17,039
+2,425
+17% +$1.71M 0.04% 383
2025
Q2 		$10.7M Buy
14,614
+792
+6% +$559K 0.04% 378
2025
Q1 		$9.3M Buy
13,822
+3,053
+28% +$1.89M 0.04% 369
2024
Q4 		$6.14M Buy
10,769
+3,862
+56% +$2.16M 0.03% 430
2024
Q3 		$3.42M Sell
6,907
-553
-7% -$308K 0.01% 543
2024
Q2 		$4.36M Buy
7,460
+1,870
+33% +$1.04M 0.02% 448
2024
Q1 		$3M Buy
5,590
+646
+13% +$328K 0.01% 527
2023
Q4 		$2.29M Buy
4,944
+289
+6% +$131K 0.01% 551
2023
Q3 		$2.02M Buy
4,655
+340
+8% +$143K 0.01% 542
2023
Q2 		$1.84M Buy
4,315
+239
+6% +$91.9K 0.01% 535
2023
Q1 		$1.45M Buy
4,076
+6
+0.1% +$2.17K 0.01% 549
2022
Q4 		$1.53M Buy
4,070
+170
+4% +$63.4K 0.01% 496
2022
Q3 		$1.32M Buy
3,900
+381
+11% +$132K 0.01% 488
2022
Q2 		$1.15M Buy
3,519
+1,310
+59% +$419K 0.01% 534
2022
Q1 		$676K Buy
2,209
+296
+15% +$80.5K ﹤0.01% 650
2021
Q4 		$476K Buy
+1,913
New +$420K ﹤0.01% 743
2021
Q2 		$341K Hold
1,783
– – ﹤0.01% 756
2021
Q1 		$341K Hold
1,783
– – ﹤0.01% 756
2020
Q4 		$341K Hold
1,783
– – ﹤0.01% 756
2020
Q3 		$341K Hold
1,783
– – ﹤0.01% 756
2020
Q2 		$341K Hold
1,783
– – ﹤0.01% 756
2020
Q1 		$341K Hold
1,783
– – ﹤0.01% 756
2019
Q4 		$341K Hold
1,783
– – ﹤0.01% 756
2019
Q3 		$341K Hold
1,783
– – ﹤0.01% 756
2019
Q2 		$341K Hold
1,783
– – ﹤0.01% 756
2019
Q1 		$341K Sell
1,783
-122,795
-99% -$15.2M ﹤0.01% 756
2018
Q4 		$13.8M Sell
124,578
-5,942
-5% -$741K 0.34% 72
2018
Q3 		$17.3M Sell
130,520
-4,346
-3% -$567K 0.44% 57
2018
Q2 		$18M Sell
134,866
-8,916
-6% -$1.3M 0.59% 46
2018
Q1 		$20.3M Buy
143,782
+38,175
+36% +$5.95M 0.8% 35
2017
Q4 		$16.5M Buy
105,607
+105,184
+24,866% +$15.6M 0.73% 39
2017
Q3 		$65K Sell
423
-1,964
-82% -$307K ﹤0.01% 473
2017
Q2 		$393K Sell
2,387
-162,500
-99% -$24.6M 0.02% 260
2017
Q1 		$24.4M Buy
164,887
+22,021
+15% +$3.23M 1.38% 18
2016
Q4 		$20.1M Buy
142,866
+142,755
+128,608% +$21M 1.23% 27
2016
Q3 		$19K Sell
111
-24
-18% -$4.47K ﹤0.01% 556
2016
Q2 		$25K Hold
135
– – ﹤0.01% 446
2016
Q1 		$21K Hold
135
– – ﹤0.01% 435
2015
Q4 		$27K Hold
135
– – ﹤0.01% 370
2015
Q3 		$25K Buy
+135
New +$28.6K ﹤0.01% 345
2014
Q1 		– Sell
-146
Closed -$24K – 353
2013
Q4 		$24K Hold
146
– – ﹤0.01% 348
2013
Q3 		$19K Buy
+146
New +$17.9K 0.01% 274

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its McKesson (MCK) stake by 2.7% in Q1 2026, buying an estimated $610K and bringing the position to 26,201 shares worth $22.7M. The position accounts for 0.06% of the portfolio, ranked #302.

Carson Wealth (CWM LLC) first reported a position in MCK in Q3 2013 and has held it in 44 quarters since. The position peaked at $24.4M in Q1 2017. 2,038 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,201 shares of McKesson worth $22.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 684 McKesson shares in Q1 2026, an estimated $610K.
  • McKesson made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #302 holding.
  • Carson Wealth (CWM LLC) first reported a position in McKesson in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s McKesson position peaked at $24.4M in Q1 2017.
  • 2,038 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.