CCWM
MCK icon

Cassaday & Co Wealth Management’s McKesson MCK Stock Holding History

Cassaday & Co 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 		$63.6K Buy
+74
New +$66K ﹤0.01% 564

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

Cassaday & Co Wealth Management's MCK Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in McKesson (MCK) in Q1 2026: 74 shares worth $63.6K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Cassaday & Co Wealth Management held 74 shares of McKesson worth $63.6K as of Q1 2026.
  • McKesson was a new Cassaday & Co Wealth Management position in Q1 2026.
  • McKesson made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #564 holding.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.