Eley Financial Management’s McKesson MCK Stock Holding History

Eley Financial 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	$2.76M	Sell	3,190 -22	-0.7%	-$19.6K	1%	33
2025 Q4	$2.63M	Sell	3,212 -122	-4%	-$99.6K	0.95%	33
2025 Q3	$2.58M	Sell	3,334 -41	-1%	-$28.9K	0.93%	35
2025 Q2	$2.47M	Sell	3,375 -36	-1%	-$25.4K	0.95%	33
2025 Q1	$2.3M	Sell	3,411 -5	-0.1%	-$3.09K	0.92%	34
2024 Q4	$1.95M	Sell	3,416 -25	-0.7%	-$14K	0.76%	40
2024 Q3	$1.7M	Sell	3,441 -401	-10%	-$223K	0.68%	40
2024 Q2	$2.24M	Sell	3,842 -189	-5%	-$105K	0.95%	33
2024 Q1	$2.16M	Sell	4,031 -195	-5%	-$99K	0.93%	34
2023 Q4	$1.96M	Sell	4,226 -147	-3%	-$66.8K	0.92%	34
2023 Q3	$1.93M	Sell	4,373 -104	-2%	-$43.8K	0.98%	32
2023 Q2	$1.91M	Sell	4,477 -206	-4%	-$79.2K	0.93%	33
2023 Q1	$1.67M	Sell	4,683 -162	-3%	-$58.5K	0.86%	37
2022 Q4	$1.82M	Buy	+4,845	New	+$1.81M	0.98%	34

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

Eley Financial Management's MCK Position: Q1 2026 in Review

Eley Financial Management reduced its McKesson (MCK) stake by 0.68% in Q1 2026, selling an estimated $19.6K and leaving 3,190 shares worth $2.76M. The position accounts for 1% of the portfolio, ranked #33.

Eley Financial Management first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Eley Financial Management held 3,190 shares of McKesson worth $2.76M as of Q1 2026.
Eley Financial Management sold 22 McKesson shares in Q1 2026, an estimated $19.6K.
McKesson made up 1% of Eley Financial Management's portfolio in Q1 2026, its #33 holding.
Eley Financial Management first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.