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EP Wealth Advisors’s McKesson MCK Stock Holding History

EP Wealth Advisors’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 		$15.3M Sell
17,630
-8,013
-31% -$7.15M 0.08% 172
2025
Q4 		$21M Buy
+25,643
New +$20.9M 0.11% 124
2025
Q2 		$19.3M Sell
26,281
-221
-0.8% -$156K 0.13% 131
2025
Q1 		$17.8M Buy
26,502
+377
+1% +$233K 0.14% 118
2024
Q4 		$14.9M Buy
26,125
+1,867
+8% +$1.05M 0.12% 124
2024
Q3 		$12M Buy
24,258
+4,804
+25% +$2.68M 0.1% 128
2024
Q2 		$11.4M Sell
19,454
-16
-0.1% -$8.91K 0.12% 111
2024
Q1 		$10.5M Buy
19,470
+204
+1% +$104K 0.12% 105
2023
Q4 		$8.92M Sell
19,266
-1,293
-6% -$588K 0.11% 115
2023
Q3 		$8.94M Sell
20,559
-11,525
-36% -$4.86M 0.14% 107
2023
Q2 		$8.82M Buy
32,084
+23,076
+256% +$8.87M 0.13% 111
2023
Q1 		$755K Sell
9,008
-13,196
-59% -$4.77M 0.01% 342
2022
Q4 		$8.33M Sell
22,204
-146
-0.7% -$54.5K 0.15% 96
2022
Q3 		$7.6M Buy
22,350
+14,232
+175% +$4.94M 0.17% 94
2022
Q2 		$2.65M Sell
8,118
-26
-0.3% -$8.32K 0.06% 167
2022
Q1 		$2.49M Sell
8,144
-31
-0.4% -$8.43K 0.05% 179
2021
Q4 		$2.03M Buy
8,175
+122
+2% +$26.8K 0.05% 183
2021
Q3 		$1.61M Sell
8,053
-3,121
-28% -$624K 0.04% 188
2021
Q2 		$2.14M Sell
11,174
-1,194
-10% -$231K 0.06% 172
2021
Q1 		$2.41M Buy
+12,368
New +$2.26M 0.08% 152

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

EP Wealth Advisors's MCK Position: Q1 2026 in Review

EP Wealth Advisors reduced its McKesson (MCK) stake by 31% in Q1 2026, selling an estimated $7.15M and leaving 17,630 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #172.

EP Wealth Advisors first reported a position in MCK in Q1 2021 and has held it in 20 quarters since. The position peaked at $21M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • EP Wealth Advisors held 17,630 shares of McKesson worth $15.3M as of Q1 2026.
  • EP Wealth Advisors sold 8,013 McKesson shares in Q1 2026, an estimated $7.15M.
  • McKesson made up 0.08% of EP Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • EP Wealth Advisors first reported a position in McKesson in Q1 2021 and has held it in 20 quarters since.
  • EP Wealth Advisors's McKesson position peaked at $21M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.