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Center for Wealth Management Advisory’s McKesson MCK Stock Holding History

Center for Wealth Management Advisory’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 		$203K Sell
235
-27
-10% -$24.1K 0.15% 62
2025
Q4 		$215K Buy
+262
New +$214K 0.16% 59

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

Center for Wealth Management Advisory's MCK Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its McKesson (MCK) stake by 10% in Q1 2026, selling an estimated $24.1K and leaving 235 shares worth $203K. The position accounts for 0.15% of the portfolio, ranked #62.

Center for Wealth Management Advisory first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Center for Wealth Management Advisory held 235 shares of McKesson worth $203K as of Q1 2026.
  • Center for Wealth Management Advisory sold 27 McKesson shares in Q1 2026, an estimated $24.1K.
  • McKesson made up 0.15% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #62 holding.
  • Center for Wealth Management Advisory first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's McKesson position peaked at $215K in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.