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 Q2	$1.92M	Buy	2,544 +49	+2%	+$38.8K	0.48%	44
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fiduciary Family Office's MCK Position: Q2 2026 in Review

Fiduciary Family Office increased its McKesson (MCK) stake by 2% in Q2 2026, buying an estimated $38.8K and bringing the position to 2,544 shares worth $1.92M. The position accounts for 0.48% of the portfolio, ranked #44.

Fiduciary Family Office first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Fiduciary Family Office held 2,544 shares of McKesson worth $1.92M as of Q2 2026.
Fiduciary Family Office bought 49 McKesson shares in Q2 2026, an estimated $38.8K.
McKesson made up 0.48% of Fiduciary Family Office's portfolio in Q2 2026, its #44 holding.
Fiduciary Family Office first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's McKesson position peaked at $2.16M in Q1 2026.
2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.