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 Q2	$376K	Hold	498	–	–	0.1%	59
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 $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

ForthRight Wealth Management's MCK Position: Q2 2026 in Review

ForthRight Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 498 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #59.

ForthRight Wealth Management first reported a position in MCK in Q4 2020 and has held it in 19 quarters since. The position peaked at $495K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

ForthRight Wealth Management held 498 shares of McKesson worth $376K as of Q2 2026.
ForthRight Wealth Management left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.1% of ForthRight Wealth Management's portfolio in Q2 2026, its #59 holding.
ForthRight Wealth Management first reported a position in McKesson in Q4 2020 and has held it in 19 quarters since.
ForthRight Wealth Management's McKesson position peaked at $495K in Q4 2025.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.