Ellevest Inc’s McKesson MCK Stock Holding History

Ellevest Inc’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	$962K	Sell	1,112 -350	-24%	-$312K	0.13%	103
2025 Q4	$1.2M	Buy	+1,462	New	+$1.19M	0.17%	85
2023 Q2	–	Sell	-10	Closed	-$3.56K	–	1097
2023 Q1	$3.56K	Buy	10 +4	+67%	+$1.45K	﹤0.01%	1307
2022 Q4	$2.25K	Buy	+6	New	+$2.24K	﹤0.01%	1365
2022 Q1	–	Sell	-16	Closed	-$4K	–	1542
2021 Q4	$4K	Hold	16	–	–	﹤0.01%	1054
2021 Q3	$3K	Hold	16	–	–	﹤0.01%	1068
2021 Q2	$3K	Sell	16 -13	-45%	-$2.51K	﹤0.01%	977
2021 Q1	$6K	Sell	29 -489	-94%	-$89.3K	﹤0.01%	874
2020 Q4	$90K	Buy	518 +81	+19%	+$13.5K	0.01%	332
2020 Q3	$65K	Sell	437 -65	-13%	-$9.87K	0.01%	332
2020 Q2	$77K	Buy	502 +223	+80%	+$32.2K	0.02%	273
2020 Q1	$38K	Buy	279 +128	+85%	+$18.7K	0.01%	287
2019 Q4	$21K	Buy	+151	New	+$21.3K	0.01%	409

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

Ellevest Inc's MCK Position: Q1 2026 in Review

Ellevest Inc reduced its McKesson (MCK) stake by 24% in Q1 2026, selling an estimated $312K and leaving 1,112 shares worth $962K. The position accounts for 0.13% of the portfolio, ranked #103.

Ellevest Inc first reported a position in MCK in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2025. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Ellevest Inc held 1,112 shares of McKesson worth $962K as of Q1 2026.
Ellevest Inc sold 350 McKesson shares in Q1 2026, an estimated $312K.
McKesson made up 0.13% of Ellevest Inc's portfolio in Q1 2026, its #103 holding.
Ellevest Inc first reported a position in McKesson in Q4 2019 and has held it in 13 quarters since.
Ellevest Inc's McKesson position peaked at $1.2M in Q4 2025.
2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.