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Diversify Wealth Management’s McKesson MCK Stock Holding History

Diversify 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 		$972K Buy
1,143
+178
+18% +$141K 0.02% 641
2026
Q1 		$794K Buy
965
+614
+175% +$548K 0.01% 667
2025
Q4 		$289K Buy
+351
New +$286K 0.01% 534

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Diversify Wealth Management increased its McKesson (MCK) stake by 18% in Q2 2026, buying an estimated $141K and bringing the position to 1,143 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #641.

Diversify Wealth Management first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Diversify Wealth Management held 1,143 shares of McKesson worth $972K as of Q2 2026.
  • Diversify Wealth Management bought 178 McKesson shares in Q2 2026, an estimated $141K.
  • McKesson made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #641 holding.
  • Diversify Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.