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Journey Strategic Wealth’s McKesson MCK Stock Holding History

Journey Strategic Wealth’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 		$1.14M Buy
1,323
+268
+25% +$239K 0.03% 163
2025
Q4 		$865K Buy
1,055
+17
+2% +$13.9K 0.02% 201
2025
Q3 		$802K Sell
1,038
-132
-11% -$93K 0.02% 202
2025
Q2 		$857K Buy
1,170
+346
+42% +$244K 0.03% 195
2025
Q1 		$555K Buy
824
+357
+76% +$221K 0.02% 208
2024
Q4 		$266K Buy
467
+16
+4% +$8.96K 0.01% 373
2024
Q3 		$223K Buy
451
+33
+8% +$18.4K 0.01% 438
2024
Q2 		$244K Buy
+418
New +$233K 0.01% 307

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

Journey Strategic Wealth's MCK Position: Q1 2026 in Review

Journey Strategic Wealth increased its McKesson (MCK) stake by 25% in Q1 2026, buying an estimated $239K and bringing the position to 1,323 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #163.

Journey Strategic Wealth first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Journey Strategic Wealth held 1,323 shares of McKesson worth $1.14M as of Q1 2026.
  • Journey Strategic Wealth bought 268 McKesson shares in Q1 2026, an estimated $239K.
  • McKesson made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #163 holding.
  • Journey Strategic Wealth first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.