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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
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 $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

Evergreen Wealth Solutions's MCK Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its McKesson (MCK) stake by 27% in Q1 2026, buying an estimated $261K and bringing the position to 1,381 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #148.

Evergreen Wealth Solutions first reported a position in MCK in Q4 2021 and has held it in 18 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Evergreen Wealth Solutions held 1,381 shares of McKesson worth $1.2M as of Q1 2026.
  • Evergreen Wealth Solutions bought 292 McKesson shares in Q1 2026, an estimated $261K.
  • McKesson made up 0.08% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #148 holding.
  • Evergreen Wealth Solutions first reported a position in McKesson in Q4 2021 and has held it in 18 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.