JFG
MCK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JDM Financial Group's MCK Position: Q1 2026 in Review

JDM Financial Group reduced its McKesson (MCK) stake by 17% in Q1 2026, selling an estimated $4.46K and leaving 25 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #141.

JDM Financial Group first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.6K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • JDM Financial Group held 25 shares of McKesson worth $21.6K as of Q1 2026.
  • JDM Financial Group sold 5 McKesson shares in Q1 2026, an estimated $4.46K.
  • McKesson made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #141 holding.
  • JDM Financial Group first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • JDM Financial Group's McKesson position peaked at $24.6K in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.