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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
-2,000
Closed -$2K – 224
2020
Q4 		$2K Buy
+2,000
New +$333K ﹤0.01% 209

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

Centric Wealth Management's MCK Position: Q1 2026 in Review

Centric Wealth Management increased its McKesson (MCK) stake by 4% in Q1 2026, buying an estimated $13.4K and bringing the position to 393 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #160.

Centric Wealth Management first reported a position in MCK in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.37M in Q1 2021. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Centric Wealth Management held 393 shares of McKesson worth $317K as of Q1 2026.
  • Centric Wealth Management bought 15 McKesson shares in Q1 2026, an estimated $13.4K.
  • McKesson made up 0.06% of Centric Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Centric Wealth Management first reported a position in McKesson in Q4 2020 and has held it in 6 quarters since.
  • Centric Wealth Management's McKesson position peaked at $1.37M in Q1 2021.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.