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GeoWealth Management’s McKesson MCK Stock Holding History

GeoWealth 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 		$2.04M Sell
2,691
-362
-12% -$287K 0.06% 171
2026
Q1 		$2.64M Sell
3,053
-527
-15% -$470K 0.1% 129
2025
Q4 		$2.94M Buy
3,580
+864
+32% +$705K 0.11% 117
2025
Q3 		$2.1M Sell
2,716
-465
-15% -$327K 0.08% 169
2025
Q2 		$2.33M Buy
3,181
+1,178
+59% +$831K 0.09% 137
2025
Q1 		$1.35M Sell
2,003
-574
-22% -$355K 0.05% 212
2024
Q4 		$1.47M Sell
2,577
-102
-4% -$57.1K 0.05% 221
2024
Q3 		$1.32M Sell
2,679
-1,334
-33% -$743K 0.05% 249
2024
Q2 		$2.34M Sell
4,013
-364
-8% -$203K 0.1% 141
2024
Q1 		$2.35M Buy
4,377
+1,085
+33% +$551K 0.09% 160
2023
Q4 		$1.52M Buy
3,292
+3,017
+1,097% +$1.37M 0.13% 157
2023
Q3 		$120K Buy
275
+20
+8% +$8.43K 0.01% 319
2023
Q2 		$109K Sell
255
-6
-2% -$2.31K 0.01% 283
2023
Q1 		$92K Buy
261
+14
+6% +$5.06K 0.01% 247
2022
Q4 		$93K Hold
247
– – 0.01% 275
2022
Q3 		$84K Buy
+247
New +$85.7K 0.01% 276

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

GeoWealth Management's MCK Position: Q2 2026 in Review

GeoWealth Management reduced its McKesson (MCK) stake by 12% in Q2 2026, selling an estimated $287K and leaving 2,691 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #171.

GeoWealth Management first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.94M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • GeoWealth Management held 2,691 shares of McKesson worth $2.04M as of Q2 2026.
  • GeoWealth Management sold 362 McKesson shares in Q2 2026, an estimated $287K.
  • McKesson made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #171 holding.
  • GeoWealth Management first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • GeoWealth Management's McKesson position peaked at $2.94M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.