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Endowment Wealth Management’s McKesson MCK Stock Holding History

Endowment 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 		$287K Buy
380
+17
+5% +$13.5K 0.11% 129
2026
Q1 		$314K Buy
+363
New +$324K 0.14% 104

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 $3.37T AUM 44.26% 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

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

Endowment Wealth Management increased its McKesson (MCK) stake by 4.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 380 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #129.

Endowment Wealth Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Endowment Wealth Management held 380 shares of McKesson worth $287K as of Q2 2026.
  • Endowment Wealth Management bought 17 McKesson shares in Q2 2026, an estimated $13.5K.
  • McKesson made up 0.11% of Endowment Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Endowment Wealth Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • Endowment Wealth Management's McKesson position peaked at $314K in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.