ForthRight Wealth Management’s McKesson MCK Stock Holding History

ForthRight 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	$431K	Sell	498 -105	-17%	-$93.7K	0.12%	50
2025 Q4	$495K	Hold	603	–	–	0.14%	46
2025 Q3	$466K	Sell	603 -50	-8%	-$35.2K	0.14%	46
2025 Q2	$479K	Buy	653 +102	+19%	+$72K	0.15%	44
2025 Q1	$371K	Hold	551	–	–	0.12%	45
2024 Q4	$314K	Hold	551	–	–	0.1%	51
2024 Q3	$272K	Sell	551 -59	-10%	-$32.9K	0.09%	56
2024 Q2	$356K	Sell	610 -16	-3%	-$8.91K	0.13%	47
2024 Q1	$336K	Hold	626	–	–	0.12%	48
2023 Q4	$290K	Sell	626 -19	-3%	-$8.64K	0.11%	49
2023 Q3	$280K	Sell	645 -15	-2%	-$6.32K	0.12%	46
2023 Q2	$282K	Hold	660	–	–	0.12%	44
2023 Q1	$235K	Hold	660	–	–	0.11%	48
2022 Q4	$248K	Hold	660	–	–	0.13%	45
2022 Q3	$224K	Hold	660	–	–	0.13%	42
2022 Q2	$215K	Sell	660 -66	-9%	-$21.1K	0.12%	42
2022 Q1	$222K	Buy	+726	New	+$197K	0.11%	41
2021 Q1	–	Sell	-726	Closed	-$126K	–	126
2020 Q4	$126K	Buy	+726	New	+$121K	0.1%	40

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

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

ForthRight Wealth Management reduced its McKesson (MCK) stake by 17% in Q1 2026, selling an estimated $93.7K and leaving 498 shares worth $431K. The position accounts for 0.12% of the portfolio, ranked #50.

ForthRight Wealth Management first reported a position in MCK in Q4 2020 and has held it in 18 quarters since. The position peaked at $495K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

ForthRight Wealth Management held 498 shares of McKesson worth $431K as of Q1 2026.
ForthRight Wealth Management sold 105 McKesson shares in Q1 2026, an estimated $93.7K.
McKesson made up 0.12% of ForthRight Wealth Management's portfolio in Q1 2026, its #50 holding.
ForthRight Wealth Management first reported a position in McKesson in Q4 2020 and has held it in 18 quarters since.
ForthRight Wealth Management's McKesson position peaked at $495K in Q4 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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