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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
Q2 		$93.7K Buy
124
+50
+68% +$39.6K ﹤0.01% 496
2026
Q1 		$63.6K Buy
+74
New +$66K ﹤0.01% 564

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's MCK Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its McKesson (MCK) stake by 68% in Q2 2026, buying an estimated $39.6K and bringing the position to 124 shares worth $93.7K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Cassaday & Co Wealth Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cassaday & Co Wealth Management held 124 shares of McKesson worth $93.7K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 50 McKesson shares in Q2 2026, an estimated $39.6K.
  • McKesson made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #496 holding.
  • Cassaday & Co Wealth Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.