Evermay Wealth Management’s McKesson MCK Stock Holding History

Evermay Wealth 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	$255K	Hold	294	–	–	0.03%	172
2025 Q4	$241K	Hold	294	–	–	0.03%	178
2025 Q3	$227K	Hold	294	–	–	0.03%	184
2025 Q2	$216K	Hold	294	–	–	0.03%	187
2025 Q1	$198K	Hold	294	–	–	0.03%	187
2024 Q4	$168K	Hold	294	–	–	0.03%	209
2024 Q3	$146K	Hold	294	–	–	0.02%	228
2024 Q2	$172K	Hold	294	–	–	0.03%	208
2024 Q1	$158K	Sell	294 -1	-0.3%	-$508	0.02%	215
2023 Q4	$137K	Buy	295 +1	+0.3%	+$455	0.03%	213
2023 Q3	$128K	Hold	294	–	–	0.03%	209
2023 Q2	$126K	Hold	294	–	–	0.02%	221
2023 Q1	$105K	Hold	294	–	–	0.02%	235
2022 Q4	$110K	Hold	294	–	–	0.02%	216
2022 Q3	$100K	Hold	294	–	–	0.02%	212
2022 Q2	$96K	Hold	294	–	–	0.02%	223
2022 Q1	$90K	Buy	294 +44	+18%	+$12K	0.02%	260
2021 Q4	$62K	Hold	250	–	–	0.01%	257
2021 Q3	$50K	Sell	250 -25	-9%	-$5K	0.01%	265
2021 Q2	$53K	Buy	+275	New	+$53.1K	0.01%	278

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

Evermay Wealth Management's MCK Position: Q1 2026 in Review

Evermay Wealth Management held its McKesson (MCK) position steady in Q1 2026 at 294 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #172.

Evermay Wealth Management first reported a position in MCK in Q2 2021 and has held it in 20 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Evermay Wealth Management held 294 shares of McKesson worth $255K as of Q1 2026.
Evermay Wealth Management left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #172 holding.
Evermay Wealth Management first reported a position in McKesson in Q2 2021 and has held it in 20 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.