Etesian Wealth Advisors’s McKesson MCK Stock Holding History

Etesian 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	$410K	Sell	474 -183	-28%	-$163K	0.13%	98
2025 Q4	$539K	Hold	657	–	–	0.17%	90
2025 Q3	$508K	Hold	657	–	–	0.17%	94
2025 Q2	$481K	Hold	657	–	–	0.18%	97
2025 Q1	$442K	Sell	657 -5	-0.8%	-$3.09K	0.19%	99
2024 Q4	$377K	Buy	662 +5	+0.8%	+$2.8K	0.17%	113
2024 Q3	$325K	Sell	657 -20	-3%	-$11.1K	0.15%	121
2024 Q2	$395K	Sell	677 -66	-9%	-$36.7K	0.22%	95
2024 Q1	$399K	Sell	743 -142	-16%	-$72.1K	0.23%	94
2023 Q4	$405K	Sell	885 -6	-0.7%	-$2.73K	0.24%	91
2023 Q3	$387K	Sell	891 -182	-17%	-$76.7K	0.26%	91
2023 Q2	$459K	Sell	1,073 -248	-19%	-$95.3K	0.3%	88
2023 Q1	$470K	Hold	1,321	–	–	0.31%	87
2022 Q4	$496K	Buy	+1,321	New	+$493K	0.36%	86

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

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

Etesian Wealth Advisors reduced its McKesson (MCK) stake by 28% in Q1 2026, selling an estimated $163K and leaving 474 shares worth $410K. The position accounts for 0.13% of the portfolio, ranked #98.

Etesian Wealth Advisors first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $539K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Etesian Wealth Advisors held 474 shares of McKesson worth $410K as of Q1 2026.
Etesian Wealth Advisors sold 183 McKesson shares in Q1 2026, an estimated $163K.
McKesson made up 0.13% of Etesian Wealth Advisors's portfolio in Q1 2026, its #98 holding.
Etesian Wealth Advisors first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's McKesson position peaked at $539K in Q4 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.