FFM
MCK icon

Forum Financial Management’s McKesson MCK Stock Holding History

Forum Financial 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 		$423K Hold
560
– – 0.01% 231
2026
Q1 		$485K Sell
560
-919
-62% -$820K 0.01% 202
2025
Q4 		$1.21M Buy
1,479
+7
+0.5% +$5.71K 0.02% 210
2025
Q3 		$1.14M Sell
1,472
-28
-2% -$19.7K 0.02% 217
2025
Q2 		$1.1M Sell
1,500
-40
-3% -$28.2K 0.02% 201
2025
Q1 		$1.04M Sell
1,540
-366
-19% -$226K 0.02% 198
2024
Q4 		$1.09M Buy
1,906
+13
+0.7% +$7.28K 0.02% 196
2024
Q3 		$936K Buy
1,893
+2
+0.1% +$1.11K 0.02% 196
2024
Q2 		$1.1M Buy
1,891
+211
+13% +$117K 0.02% 158
2024
Q1 		$902K Buy
1,680
+2
+0.1% +$1.01K 0.02% 204
2023
Q4 		$777K Hold
1,678
– – 0.01% 199
2023
Q3 		$730K Hold
1,678
– – 0.02% 208
2023
Q2 		$717K Sell
1,678
-266
-14% -$102K 0.02% 213
2023
Q1 		$692K Buy
1,944
+6
+0.3% +$2.17K 0.02% 196
2022
Q4 		$727K Sell
1,938
-50
-3% -$18.6K 0.02% 188
2022
Q3 		$676K Hold
1,988
– – 0.03% 164
2022
Q2 		$649K Buy
1,988
+50
+3% +$16K 0.03% 188
2022
Q1 		$593K Hold
1,938
– – 0.03% 211
2021
Q4 		$482K Buy
+1,938
New +$425K 0.02% 261

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's MCK Position: Q2 2026 in Review

Forum Financial Management held its McKesson (MCK) position steady in Q2 2026 at 560 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #231.

Forum Financial Management first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Forum Financial Management held 560 shares of McKesson worth $423K as of Q2 2026.
  • Forum Financial Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #231 holding.
  • Forum Financial Management first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's McKesson position peaked at $1.21M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.