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Evelyn Partners Asset Management’s McKesson MCK Stock Holding History

Evelyn Partners Asset 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
Q1 		$13K Hold
15
– – ﹤0.01% 244
2025
Q4 		$12.3K Hold
15
– – ﹤0.01% 219
2025
Q3 		$11.6K Buy
+15
New +$10.6K ﹤0.01% 218

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

Evelyn Partners Asset Management's MCK Position: Q1 2026 in Review

Evelyn Partners Asset Management held its McKesson (MCK) position steady in Q1 2026 at 15 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Evelyn Partners Asset Management first reported a position in MCK in Q3 2025 and has held it in 3 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Evelyn Partners Asset Management held 15 shares of McKesson worth $13K as of Q1 2026.
  • Evelyn Partners Asset Management left its McKesson share count unchanged in Q1 2026.
  • McKesson made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #244 holding.
  • Evelyn Partners Asset Management first reported a position in McKesson in Q3 2025 and has held it in 3 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.