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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Diversify Wealth Management increased its McKesson (MCK) stake by 175% in Q1 2026, buying an estimated $548K and bringing the position to 965 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #667.

Diversify Wealth Management first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Diversify Wealth Management held 965 shares of McKesson worth $794K as of Q1 2026.
  • Diversify Wealth Management bought 614 McKesson shares in Q1 2026, an estimated $548K.
  • McKesson made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #667 holding.
  • Diversify Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.