Copia Wealth Management’s McKesson MCK Stock Holding History

Copia 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	$10.6K	Hold	12	–	–	0.01%	314
2025 Q4	$9.99K	Hold	12	–	–	0.01%	322
2025 Q3	$9.4K	Hold	12	–	–	0.01%	317
2025 Q2	$8.91K	Hold	12	–	–	0.01%	301
2025 Q1	$8.17K	Hold	12	–	–	0.01%	299
2024 Q4	$6.91K	Buy	+12	New	+$6.72K	0.01%	294

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

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

Copia Wealth Management held its McKesson (MCK) position steady in Q1 2026 at 12 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #314.

Copia Wealth Management first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Copia Wealth Management held 12 shares of McKesson worth $10.6K as of Q1 2026.
Copia Wealth Management left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #314 holding.
Copia Wealth Management first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.