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Kelleher Financial Advisors’s McKesson MCK Stock Holding History

Kelleher Financial Advisors’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 		$5.13K Buy
7
+3
+75% +$2.68K ﹤0.01% 588
2025
Q4 		$3.28K Hold
4
– – ﹤0.01% 642
2025
Q3 		$3.09K Buy
+4
New +$2.82K ﹤0.01% 575

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

Kelleher Financial Advisors's MCK Position: Q1 2026 in Review

Kelleher Financial Advisors increased its McKesson (MCK) stake by 75% in Q1 2026, buying an estimated $2.68K and bringing the position to 7 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Kelleher Financial Advisors first reported a position in MCK in Q3 2025 and has held it in 3 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Kelleher Financial Advisors held 7 shares of McKesson worth $5.13K as of Q1 2026.
  • Kelleher Financial Advisors bought 3 McKesson shares in Q1 2026, an estimated $2.68K.
  • McKesson made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #588 holding.
  • Kelleher Financial Advisors first reported a position in McKesson in Q3 2025 and has held it in 3 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.