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Cherry Tree Wealth Management’s McKesson MCK Stock Holding History

Cherry Tree 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
Q1 		$50.2K Hold
58
– – 0.01% 266
2025
Q4 		$47.6K Buy
58
+25
+76% +$20.4K 0.01% 271
2025
Q3 		$25.5K Hold
33
– – 0.01% 314
2025
Q2 		$24.2K Hold
33
– – 0.01% 319
2025
Q1 		$22.2K Buy
33
+10
+43% +$6.18K 0.01% 338
2024
Q4 		$13.1K Hold
23
– – ﹤0.01% 381
2024
Q3 		$11.4K Hold
23
– – ﹤0.01% 402
2024
Q2 		$13.4K Hold
23
– – ﹤0.01% 366
2024
Q1 		$12.3K Hold
23
– – ﹤0.01% 356
2023
Q4 		$10.6K Hold
23
– – ﹤0.01% 351
2023
Q3 		$10K Buy
+23
New +$9.69K ﹤0.01% 341

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's MCK Position: Q1 2026 in Review

Cherry Tree Wealth Management held its McKesson (MCK) position steady in Q1 2026 at 58 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #266.

Cherry Tree Wealth Management first reported a position in MCK in Q3 2023 and has held it in 11 quarters since. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Cherry Tree Wealth Management held 58 shares of McKesson worth $50.2K as of Q1 2026.
  • Cherry Tree Wealth Management left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #266 holding.
  • Cherry Tree Wealth Management first reported a position in McKesson in Q3 2023 and has held it in 11 quarters since.
  • 2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.