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FSB Premier Wealth Management’s McKesson MCK Stock Holding History

FSB Premier 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 		$1.67M Sell
2,213
-281
-11% -$223K 0.47% 61
2026
Q1 		$2.16M Buy
2,494
+21
+0.8% +$18.7K 0.68% 44
2025
Q4 		$2.03M Buy
2,473
+147
+6% +$120K 0.64% 49
2025
Q3 		$1.8M Buy
2,326
+342
+17% +$241K 0.59% 50
2025
Q2 		$1.45M Buy
1,984
+379
+24% +$267K 0.52% 55
2025
Q1 		$1.08M Buy
1,605
+250
+18% +$155K 0.42% 67
2024
Q4 		$772K Sell
1,355
-60
-4% -$33.6K 0.31% 84
2024
Q3 		$700K Buy
1,415
+350
+33% +$195K 0.29% 93
2024
Q2 		$622K Buy
1,065
+389
+58% +$217K 0.28% 82
2024
Q1 		$363K Buy
676
+141
+26% +$71.6K 0.17% 120
2023
Q4 		$248K Buy
+535
New +$243K 0.12% 145
2022
Q1 		– Sell
-192
Closed -$47K – 360
2021
Q4 		$47K Buy
+192
New +$42.2K 0.02% 240

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

FSB Premier Wealth Management's MCK Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its McKesson (MCK) stake by 11% in Q2 2026, selling an estimated $223K and leaving 2,213 shares worth $1.67M. The position accounts for 0.47% of the portfolio, ranked #61.

FSB Premier Wealth Management first reported a position in MCK in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.16M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • FSB Premier Wealth Management held 2,213 shares of McKesson worth $1.67M as of Q2 2026.
  • FSB Premier Wealth Management sold 281 McKesson shares in Q2 2026, an estimated $223K.
  • McKesson made up 0.47% of FSB Premier Wealth Management's portfolio in Q2 2026, its #61 holding.
  • FSB Premier Wealth Management first reported a position in McKesson in Q4 2021 and has held it in 12 quarters since.
  • FSB Premier Wealth Management's McKesson position peaked at $2.16M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.