JF
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JSF Financial’s McKesson MCK Stock Holding History

JSF Financial’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 		$1.38M Sell
1,592
-258
-14% -$230K 0.27% 45
2025
Q4 		$1.52M Sell
1,850
-15
-0.8% -$12.2K 0.31% 42
2025
Q3 		$1.44M Buy
1,865
+22
+1% +$15.5K 0.32% 41
2025
Q2 		$1.35M Buy
1,843
+86
+5% +$60.7K 0.32% 39
2025
Q1 		$1.18M Buy
+1,757
New +$1.09M 0.31% 46
2024
Q3 		– Sell
-1,379
Closed -$805K – 120
2024
Q2 		$805K Buy
1,379
+83
+6% +$46.2K 0.25% 55
2024
Q1 		$696K Buy
1,296
+76
+6% +$38.6K 0.22% 62
2023
Q4 		$565K Buy
1,220
+5
+0.4% +$2.27K 0.2% 62
2023
Q3 		$528K Buy
+1,215
New +$512K 0.2% 61

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

JSF Financial's MCK Position: Q1 2026 in Review

JSF Financial reduced its McKesson (MCK) stake by 14% in Q1 2026, selling an estimated $230K and leaving 1,592 shares worth $1.38M. The position accounts for 0.27% of the portfolio, ranked #45.

JSF Financial first reported a position in MCK in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.52M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • JSF Financial held 1,592 shares of McKesson worth $1.38M as of Q1 2026.
  • JSF Financial sold 258 McKesson shares in Q1 2026, an estimated $230K.
  • McKesson made up 0.27% of JSF Financial's portfolio in Q1 2026, its #45 holding.
  • JSF Financial first reported a position in McKesson in Q3 2023 and has held it in 9 quarters since.
  • JSF Financial's McKesson position peaked at $1.52M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.