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Fi3 Financial Advisors’s McKesson MCK Stock Holding History

Fi3 Financial 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 		$360K Buy
415
+48
+13% +$42.8K 0.1% 113
2025
Q4 		$301K Buy
367
+75
+26% +$61.2K 0.09% 128
2025
Q3 		$226K Sell
292
-53
-15% -$37.3K 0.08% 139
2025
Q2 		$253K Buy
345
+25
+8% +$17.6K 0.09% 117
2025
Q1 		$215K Buy
+320
New +$198K 0.09% 116

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

Fi3 Financial Advisors's MCK Position: Q1 2026 in Review

Fi3 Financial Advisors increased its McKesson (MCK) stake by 13% in Q1 2026, buying an estimated $42.8K and bringing the position to 415 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #113.

Fi3 Financial Advisors first reported a position in MCK in Q1 2025 and has held it in 5 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Fi3 Financial Advisors held 415 shares of McKesson worth $360K as of Q1 2026.
  • Fi3 Financial Advisors bought 48 McKesson shares in Q1 2026, an estimated $42.8K.
  • McKesson made up 0.1% of Fi3 Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Fi3 Financial Advisors first reported a position in McKesson in Q1 2025 and has held it in 5 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.