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 Q2	$512K	Sell	677 -73	-10%	-$57.9K	0.26%	81
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 $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

Defined Wealth Management's MCK Position: Q2 2026 in Review

Defined Wealth Management reduced its McKesson (MCK) stake by 9.7% in Q2 2026, selling an estimated $57.9K and leaving 677 shares worth $512K. The position accounts for 0.26% of the portfolio, ranked #81.

Defined Wealth Management first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $649K in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Defined Wealth Management held 677 shares of McKesson worth $512K as of Q2 2026.
Defined Wealth Management sold 73 McKesson shares in Q2 2026, an estimated $57.9K.
McKesson made up 0.26% of Defined Wealth Management's portfolio in Q2 2026, its #81 holding.
Defined Wealth Management first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
Defined Wealth Management's McKesson position peaked at $649K in Q1 2026.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.