Elm3 Financial Group’s McKesson MCK Stock Holding History

Elm3 Financial Group’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	$282K	Sell	326 -16	-5%	-$14.3K	0.24%	96
2025 Q4	$281K	Hold	342	–	–	0.23%	93
2025 Q3	$264K	Buy	342 +11	+3%	+$7.75K	0.22%	94
2025 Q2	$243K	Sell	331 -13	-4%	-$9.17K	0.2%	96
2025 Q1	$232K	Buy	+344	New	+$213K	0.2%	88

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

Elm3 Financial Group's MCK Position: Q1 2026 in Review

Elm3 Financial Group reduced its McKesson (MCK) stake by 4.7% in Q1 2026, selling an estimated $14.3K and leaving 326 shares worth $282K. The position accounts for 0.24% of the portfolio, ranked #96.

Elm3 Financial Group first reported a position in MCK in Q1 2025 and has held it in 5 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Elm3 Financial Group held 326 shares of McKesson worth $282K as of Q1 2026.
Elm3 Financial Group sold 16 McKesson shares in Q1 2026, an estimated $14.3K.
McKesson made up 0.24% of Elm3 Financial Group's portfolio in Q1 2026, its #96 holding.
Elm3 Financial Group first reported a position in McKesson in Q1 2025 and has held it in 5 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.