Defined Wealth Management’s McKesson MCK Stock Holding History

Defined 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	$649K	Buy	750 +2	+0.3%	+$1.78K	0.38%	64
2025 Q4	$614K	Buy	748 +2	+0.3%	+$1.63K	0.35%	64
2025 Q3	$576K	Buy	746 +9	+1%	+$6.34K	0.33%	68
2025 Q2	$540K	Buy	737 +3	+0.4%	+$2.12K	0.33%	65
2025 Q1	$494K	Buy	734 +6	+0.8%	+$3.71K	0.33%	69
2024 Q4	$415K	Buy	728 +4	+0.6%	+$2.24K	0.27%	79
2024 Q3	$358K	Buy	724 +8	+1%	+$4.46K	0.23%	90
2024 Q2	$418K	Buy	716 +4	+0.6%	+$2.23K	0.29%	77
2024 Q1	$382K	Hold	712	–	–	0.27%	84
2023 Q4	$330K	Buy	712 +3	+0.4%	+$1.36K	0.25%	89
2023 Q3	$308K	Buy	709 +3	+0.4%	+$1.26K	0.26%	87
2023 Q2	$302K	Buy	+706	New	+$271K	0.25%	86

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

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

Defined Wealth Management increased its McKesson (MCK) stake by 0.27% in Q1 2026, buying an estimated $1.78K and bringing the position to 750 shares worth $649K. The position accounts for 0.38% of the portfolio, ranked #64.

Defined Wealth Management first reported a position in MCK in Q2 2023 and has held it in 12 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Defined Wealth Management held 750 shares of McKesson worth $649K as of Q1 2026.
Defined Wealth Management bought 2 McKesson shares in Q1 2026, an estimated $1.78K.
McKesson made up 0.38% of Defined Wealth Management's portfolio in Q1 2026, its #64 holding.
Defined Wealth Management first reported a position in McKesson in Q2 2023 and has held it in 12 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.