Golden State Wealth Management’s McKesson MCK Stock Holding History

Golden State 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	$936K	Sell	1,239 -29	-2%	-$23K	0.09%	193
2026 Q1	$1.1M	Hold	1,268	–	–	0.12%	153
2025 Q4	$1.04M	Hold	1,268	–	–	0.11%	148
2025 Q3	$980K	Hold	1,268	–	–	0.11%	145
2025 Q2	$929K	Hold	1,268	–	–	0.11%	152
2025 Q1	$853K	Hold	1,268	–	–	0.13%	141
2024 Q4	$723K	Buy	+1,268	New	+$710K	0.11%	150
2022 Q1	$469K	Sell	1,533 -17	-1%	-$4.62K	0.09%	182
2021 Q4	$385K	Buy	1,550 +16	+1%	+$3.51K	0.07%	251
2021 Q3	$306K	Hold	1,534	–	–	0.07%	232
2021 Q2	$293K	Sell	1,534 -596	-28%	-$115K	0.06%	230
2021 Q1	$415K	Buy	+2,130	New	+$389K	0.14%	116
2020 Q2	–	Sell	-526	Closed	-$71K	–	655
2020 Q1	$71K	Buy	+526	New	+$77K	0.03%	299
2019 Q4	–	Sell	-570	Closed	-$78K	–	578
2019 Q3	$78K	Buy	570 +400	+235%	+$56.7K	0.03%	351
2019 Q2	$22K	Hold	170	–	–	0.01%	602
2019 Q1	$20K	Buy	+170	New	+$21K	0.01%	628

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

Golden State Wealth Management's MCK Position: Q2 2026 in Review

Golden State Wealth Management reduced its McKesson (MCK) stake by 2.3% in Q2 2026, selling an estimated $23K and leaving 1,239 shares worth $936K. The position accounts for 0.09% of the portfolio, ranked #193.

Golden State Wealth Management first reported a position in MCK in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Golden State Wealth Management held 1,239 shares of McKesson worth $936K as of Q2 2026.
Golden State Wealth Management sold 29 McKesson shares in Q2 2026, an estimated $23K.
McKesson made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #193 holding.
Golden State Wealth Management first reported a position in McKesson in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's McKesson position peaked at $1.1M in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.