Fiduciary Group’s McKesson MCK Stock Holding History

Fiduciary Group’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	$1.61M	Sell	1,865 -19	-1%	-$17K	0.14%	122
2025 Q4	$1.55M	Buy	1,884 +59	+3%	+$48.1K	0.13%	126
2025 Q3	$1.41M	Sell	1,825 -48	-3%	-$33.8K	0.12%	134
2025 Q2	$1.37M	Hold	1,873	–	–	0.13%	133
2025 Q1	$1.26M	Sell	1,873 -5	-0.3%	-$3.09K	0.13%	133
2024 Q4	$1.07M	Sell	1,878 -3	-0.2%	-$1.68K	0.11%	145
2024 Q3	$930K	Hold	1,881	–	–	0.09%	152
2024 Q2	$1.1M	Hold	1,881	–	–	0.12%	134
2024 Q1	$1.01M	Buy	1,881 +67	+4%	+$34K	0.11%	135
2023 Q4	$840K	Sell	1,814 -105	-5%	-$47.7K	0.1%	138
2023 Q3	$834K	Hold	1,919	–	–	0.11%	126
2023 Q2	$820K	Sell	1,919 -57	-3%	-$21.9K	0.1%	127
2023 Q1	$704K	Buy	1,976 +180	+10%	+$65K	0.09%	137
2022 Q4	$674K	Hold	1,796	–	–	0.09%	137
2022 Q3	$665K	Hold	1,796	–	–	0.09%	140
2022 Q2	$644K	Sell	1,796 -65	-3%	-$20.8K	0.08%	141
2022 Q1	$618K	Sell	1,861 -10	-0.5%	-$2.72K	0.08%	138
2021 Q4	$465K	Buy	1,871 +40	+2%	+$8.78K	0.05%	163
2021 Q3	$381K	Hold	1,831	–	–	0.04%	175
2021 Q2	$376K	Hold	1,831	–	–	0.04%	177
2021 Q1	$343K	Hold	1,831	–	–	0.04%	176
2020 Q4	$333K	Hold	1,831	–	–	0.04%	171
2020 Q3	$273K	Sell	1,831 -150	-8%	-$22.8K	0.04%	174
2020 Q2	$304K	Sell	1,981 -100	-5%	-$14.4K	0.05%	159
2020 Q1	$281K	Sell	2,081 -160	-7%	-$23.4K	0.06%	144
2019 Q4	$310K	Hold	2,241	–	–	0.05%	158
2019 Q3	$306K	Sell	2,241 -290	-11%	-$41.1K	0.05%	159
2019 Q2	$340K	Sell	2,531 -265	-9%	-$33K	0.06%	149
2019 Q1	$327K	Hold	2,796	–	–	0.06%	148
2018 Q4	$309K	Hold	2,796	–	–	0.06%	143
2018 Q3	$371K	Sell	2,796 -395	-12%	-$51.5K	0.07%	138
2018 Q2	$426K	Hold	3,191	–	–	0.09%	130
2018 Q1	$450K	Sell	3,191 -214	-6%	-$33.3K	0.1%	129
2017 Q4	$531K	Sell	3,405 -55	-2%	-$8.15K	0.11%	122
2017 Q3	$531K	Sell	3,460 -890	-20%	-$139K	0.12%	118
2017 Q2	$716K	Sell	4,350 -243	-5%	-$36.8K	0.17%	105
2017 Q1	$681K	Sell	4,593 -593	-11%	-$86.9K	0.16%	109
2016 Q4	$728K	Sell	5,186 -362	-7%	-$53.3K	0.19%	102
2016 Q3	$925K	Sell	5,548 -345	-6%	-$64.3K	0.25%	84
2016 Q2	$1.1M	Sell	5,893 -524	-8%	-$91.9K	0.31%	80
2016 Q1	$1.01M	Buy	6,417 +1,509	+31%	+$244K	0.29%	83
2015 Q4	$968K	Sell	4,908 -1,421	-22%	-$268K	0.29%	88
2015 Q3	$1.17M	Sell	6,329 -381	-6%	-$80.8K	0.39%	82
2015 Q2	$1.51M	Buy	+6,710	New	+$1.55M	0.47%	73

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 Group's MCK Position: Q1 2026 in Review

Fiduciary Group reduced its McKesson (MCK) stake by 1% in Q1 2026, selling an estimated $17K and leaving 1,865 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #122.

Fiduciary Group first reported a position in MCK in Q2 2015 and has held it in 44 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Fiduciary Group held 1,865 shares of McKesson worth $1.61M as of Q1 2026.
Fiduciary Group sold 19 McKesson shares in Q1 2026, an estimated $17K.
McKesson made up 0.14% of Fiduciary Group's portfolio in Q1 2026, its #122 holding.
Fiduciary Group first reported a position in McKesson in Q2 2015 and has held it in 44 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.