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JDM Financial Group’s McKesson MCK Stock Holding History

JDM Financial Group’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 		$18.9K Hold
25
– – 0.01% 165
2026
Q1 		$21.6K Sell
25
-5
-17% -$4.46K 0.01% 141
2025
Q4 		$24.6K Hold
30
– – 0.01% 134
2025
Q3 		$23.2K Hold
30
– – 0.01% 127
2025
Q2 		$22K Hold
30
– – 0.01% 126
2025
Q1 		$20.2K Hold
30
– – 0.01% 124
2024
Q4 		$17.1K Buy
+30
New +$16.8K 0.01% 135

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

JDM Financial Group's MCK Position: Q2 2026 in Review

JDM Financial Group held its McKesson (MCK) position steady in Q2 2026 at 25 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #165.

JDM Financial Group first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.6K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • JDM Financial Group held 25 shares of McKesson worth $18.9K as of Q2 2026.
  • JDM Financial Group left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #165 holding.
  • JDM Financial Group first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • JDM Financial Group's McKesson position peaked at $24.6K in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.