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Evergreen Wealth Solutions’s McKesson MCK Stock Holding History

Evergreen Wealth Solutions’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 		$1.38M Buy
1,606
+225
+16% +$178K 0.07% 169
2026
Q1 		$1.2M Buy
1,381
+292
+27% +$261K 0.08% 148
2025
Q4 		$893K Sell
1,089
-25
-2% -$20.4K 0.12% 84
2025
Q3 		$861K Sell
1,114
-12
-1% -$8.45K 0.49% 42
2025
Q2 		$825K Sell
1,126
-115
-9% -$81.2K 0.5% 41
2025
Q1 		$835K Sell
1,241
-178
-13% -$110K 0.56% 32
2024
Q4 		$808K Buy
1,419
+5
+0.4% +$2.8K 0.56% 34
2024
Q3 		$699K Sell
1,414
-269
-16% -$150K 0.47% 37
2024
Q2 		$983K Sell
1,683
-156
-8% -$86.8K 0.7% 30
2024
Q1 		$987K Sell
1,839
-92
-5% -$46.7K 0.73% 30
2023
Q4 		$894K Buy
1,931
+22
+1% +$10K 0.76% 35
2023
Q3 		$830K Sell
1,909
-128
-6% -$53.9K 0.84% 34
2023
Q2 		$870K Buy
2,037
+139
+7% +$53.4K 0.88% 37
2023
Q1 		$676K Sell
1,898
-29
-2% -$10.5K 0.78% 40
2022
Q4 		$723K Buy
1,927
+52
+3% +$19.4K 0.95% 33
2022
Q3 		$637K Sell
1,875
-32
-2% -$11.1K 0.9% 34
2022
Q2 		$622K Sell
1,907
-101
-5% -$32.3K 0.76% 44
2022
Q1 		$615K Sell
2,008
-207
-9% -$56.3K 0.6% 40
2021
Q4 		$551K Buy
+2,215
New +$486K 0.5% 47

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

Evergreen Wealth Solutions's MCK Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its McKesson (MCK) stake by 16% in Q2 2026, buying an estimated $178K and bringing the position to 1,606 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #169.

Evergreen Wealth Solutions first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Evergreen Wealth Solutions held 1,606 shares of McKesson worth $1.38M as of Q2 2026.
  • Evergreen Wealth Solutions bought 225 McKesson shares in Q2 2026, an estimated $178K.
  • McKesson made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #169 holding.
  • Evergreen Wealth Solutions first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.