Fiduciary Family Office’s McKesson MCK Stock Holding History

Fiduciary Family Office’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	$2.16M	Buy	2,495 +194	+8%	+$173K	0.62%	30
2025 Q4	$1.89M	Buy	2,301 +6	+0.3%	+$4.9K	0.54%	35
2025 Q3	$1.77M	Buy	2,295 +19	+0.8%	+$13.4K	0.5%	39
2025 Q2	$1.67M	Sell	2,276 -148	-6%	-$104K	0.55%	34
2025 Q1	$1.63M	Buy	+2,424	New	+$1.5M	0.54%	33
2024 Q4	–	Sell	-1,737	Closed	-$859K	–	182
2024 Q3	$859K	Sell	1,737 -51	-3%	-$28.4K	0.28%	79
2024 Q2	$1.04M	Buy	1,788 +21	+1%	+$11.7K	0.41%	60
2024 Q1	$949K	Buy	1,767 +574	+48%	+$291K	0.37%	71
2023 Q4	$552K	Buy	+1,193	New	+$542K	0.24%	106

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

Fiduciary Family Office's MCK Position: Q1 2026 in Review

Fiduciary Family Office increased its McKesson (MCK) stake by 8.4% in Q1 2026, buying an estimated $173K and bringing the position to 2,495 shares worth $2.16M. The position accounts for 0.62% of the portfolio, ranked #30.

Fiduciary Family Office first reported a position in MCK in Q4 2023 and has held it in 9 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Fiduciary Family Office held 2,495 shares of McKesson worth $2.16M as of Q1 2026.
Fiduciary Family Office bought 194 McKesson shares in Q1 2026, an estimated $173K.
McKesson made up 0.62% of Fiduciary Family Office's portfolio in Q1 2026, its #30 holding.
Fiduciary Family Office first reported a position in McKesson in Q4 2023 and has held it in 9 quarters since.
2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.