Concord Asset Management (Virginia)’s McKesson MCK Stock Holding History

Concord Asset Management (Virginia)’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	$3.13M	Sell	3,621 -174	-5%	-$155K	0.53%	47
2025 Q4	$3.11M	Buy	3,795 +13	+0.3%	+$10.6K	0.54%	44
2025 Q3	$2.92M	Buy	3,782 +213	+6%	+$150K	0.53%	42
2025 Q2	$2.62M	Sell	3,569 -930	-21%	-$656K	0.39%	63
2025 Q1	$3.11M	Buy	+4,499	New	+$2.78M	0.69%	34

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Asset Management (Virginia)'s MCK Position: Q1 2026 in Review

Concord Asset Management (Virginia) reduced its McKesson (MCK) stake by 4.6% in Q1 2026, selling an estimated $155K and leaving 3,621 shares worth $3.13M. The position accounts for 0.53% of the portfolio, ranked #47.

Concord Asset Management (Virginia) first reported a position in MCK in Q1 2025 and has held it in 5 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Concord Asset Management (Virginia) held 3,621 shares of McKesson worth $3.13M as of Q1 2026.
Concord Asset Management (Virginia) sold 174 McKesson shares in Q1 2026, an estimated $155K.
McKesson made up 0.53% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #47 holding.
Concord Asset Management (Virginia) first reported a position in McKesson in Q1 2025 and has held it in 5 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.