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Castle Rock Wealth Management’s McKesson MCK Stock Holding History

Castle Rock 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 		$1.04M Sell
1,352
-5
-0.4% -$3.96K 0.2% 118
2026
Q1 		$1.2M Buy
1,357
+1
+0.1% +$893 0.26% 106
2025
Q4 		$1.15M Buy
1,356
+3
+0.2% +$2.45K 0.25% 109
2025
Q3 		$1.03M Buy
1,353
+1
+0.1% +$704 0.23% 113
2025
Q2 		$962K Hold
1,352
– – 0.22% 114
2025
Q1 		$911K Buy
1,352
+2
+0.1% +$1.24K 0.25% 106
2024
Q4 		$802K Sell
1,350
-19
-1% -$10.6K 0.19% 121
2024
Q3 		$665K Buy
1,369
+2
+0.1% +$1.11K 0.16% 140
2024
Q2 		$802K Buy
1,367
+6
+0.4% +$3.34K 0.2% 124
2024
Q1 		$723K Buy
1,361
+1
+0.1% +$508 0.2% 129
2023
Q4 		$648K Buy
1,360
+50
+4% +$22.7K 0.2% 127
2023
Q3 		$586K Buy
1,310
+49
+4% +$20.6K 0.2% 122
2023
Q2 		$528K Hold
1,261
– – 0.18% 125
2023
Q1 		$490K Hold
1,261
– – 0.18% 127
2022
Q4 		$484K Hold
1,261
– – 0.22% 128
2022
Q3 		$443K Hold
1,261
– – 0.22% 115
2022
Q2 		$405K Buy
+1,261
New +$403K 0.21% 130

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

Castle Rock Wealth Management's MCK Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its McKesson (MCK) stake by 0.37% in Q2 2026, selling an estimated $3.96K and leaving 1,352 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #118.

Castle Rock Wealth Management first reported a position in MCK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Castle Rock Wealth Management held 1,352 shares of McKesson worth $1.04M as of Q2 2026.
  • Castle Rock Wealth Management sold 5 McKesson shares in Q2 2026, an estimated $3.96K.
  • McKesson made up 0.2% of Castle Rock Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Castle Rock Wealth Management first reported a position in McKesson in Q2 2022 and has held it in 17 quarters since.
  • Castle Rock Wealth Management's McKesson position peaked at $1.2M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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