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Cetera Trust Company’s McKesson MCK Stock Holding History

Cetera Trust Company’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 		$5.21M Sell
6,025
-300
-5% -$268K 2.95% 3
2025
Q4 		$5.19M Sell
6,325
-125
-2% -$102K 2.78% 6
2025
Q3 		$4.98M Hold
6,450
– – 2.79% 5
2025
Q2 		$4.73M Sell
6,450
-55
-0.8% -$38.8K 2.82% 4
2025
Q1 		$4.38M Sell
6,505
-140
-2% -$86.6K 2.79% 3
2024
Q4 		$3.79M Sell
6,645
-135
-2% -$75.6K 2.46% 6
2024
Q3 		$3.35M Sell
6,780
-295
-4% -$164K 2.05% 7
2024
Q2 		$4.13M Sell
7,075
-565
-7% -$315K 2.59% 5
2024
Q1 		$4.1M Sell
7,640
-320
-4% -$162K 2.47% 5
2023
Q4 		$3.69M Buy
+7,960
New +$3.62M 2.3% 4

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

Cetera Trust Company's MCK Position: Q1 2026 in Review

Cetera Trust Company reduced its McKesson (MCK) stake by 4.7% in Q1 2026, selling an estimated $268K and leaving 6,025 shares worth $5.21M. The position accounts for 2.95% of the portfolio, ranked #3.

Cetera Trust Company first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Cetera Trust Company held 6,025 shares of McKesson worth $5.21M as of Q1 2026.
  • Cetera Trust Company sold 300 McKesson shares in Q1 2026, an estimated $268K.
  • McKesson made up 2.95% of Cetera Trust Company's portfolio in Q1 2026, its #3 holding.
  • Cetera Trust Company first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.