CWM
MCK icon

Centric Wealth Management’s McKesson MCK Stock Holding History

Centric 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
2021
Q1 		– Sell
-3,000
Closed -$52K – 223
2020
Q4 		$52K Buy
+3,000
New +$500K 0.02% 192

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 $3.38T AUM 44.17% 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

Centric Wealth Management's MCK Position: Q2 2026 in Review

Centric Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 393 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #168.

Centric Wealth Management first reported a position in MCK in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2021. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Centric Wealth Management held 393 shares of McKesson worth $317K as of Q2 2026.
  • Centric Wealth Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.05% of Centric Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Centric Wealth Management first reported a position in McKesson in Q4 2020 and has held it in 7 quarters since.
  • Centric Wealth Management's McKesson position peaked at $1.37M in Q1 2021.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.