Greenline Wealth Management’s McKesson MCK Stock Holding History

Greenline 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 Q1	–	Sell	-164	Closed	-$135K	–	333
2025 Q4	$135K	Buy	+164	New	+$134K	0.14%	117

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenline Wealth Management's MCK Position: Q1 2026 in Review

Greenline Wealth Management sold out of McKesson (MCK) in Q1 2026, closing a stake of 164 shares — an estimated $135K sold.

Greenline Wealth Management first reported a position in MCK in Q4 2025 and held it in 1 quarter. The position peaked at $135K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Greenline Wealth Management reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 164 McKesson shares in Q1 2026, an estimated $135K.
Greenline Wealth Management first reported a position in McKesson in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's McKesson position peaked at $135K in Q4 2025.
2,044 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.