Crestmont Private Wealth’s McKesson MCK Stock Holding History

Crestmont Private Wealth’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 Q2	–	Sell	-256	Closed	-$222K	–	113
2026 Q1	$222K	Hold	256	–	–	0.07%	96
2025 Q4	$210K	Buy	+256	New	+$209K	0.07%	91

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Crestmont Private Wealth's MCK Position: Q2 2026 in Review

Crestmont Private Wealth sold out of McKesson (MCK) in Q2 2026, closing a stake of 256 shares — an estimated $222K sold.

Crestmont Private Wealth first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $222K in Q1 2026. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Crestmont Private Wealth reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Crestmont Private Wealth sold 256 McKesson shares in Q2 2026, an estimated $222K.
Crestmont Private Wealth first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
Crestmont Private Wealth's McKesson position peaked at $222K in Q1 2026.
1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.