KWM
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Keebeck Wealth Management’s McKesson MCK Stock Holding History

Keebeck 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 		$269K Buy
310
+24
+8% +$21.4K 0.03% 343
2025
Q4 		$235K Buy
286
+16
+6% +$13.1K 0.03% 337
2025
Q3 		$209K Buy
+270
New +$190K 0.02% 347
2020
Q3 		– Sell
-211
Closed -$32K – 292
2020
Q2 		$32K Buy
+211
New +$30.5K 0.01% 253
2020
Q1 		– Sell
-211
Closed -$29K – 263
2019
Q4 		$29K Buy
+211
New +$29.8K 0.01% 249

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

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

Keebeck Wealth Management increased its McKesson (MCK) stake by 8.4% in Q1 2026, buying an estimated $21.4K and bringing the position to 310 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #343.

Keebeck Wealth Management first reported a position in MCK in Q4 2019 and has held it in 5 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Keebeck Wealth Management held 310 shares of McKesson worth $269K as of Q1 2026.
  • Keebeck Wealth Management bought 24 McKesson shares in Q1 2026, an estimated $21.4K.
  • McKesson made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #343 holding.
  • Keebeck Wealth Management first reported a position in McKesson in Q4 2019 and has held it in 5 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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