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Kestra Private Wealth Services’s McKesson MCK Stock Holding History

Kestra Private Wealth Services’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 		$2.53M Sell
2,919
-294
-9% -$262K 0.03% 487
2025
Q4 		$2.64M Buy
3,213
+883
+38% +$721K 0.03% 462
2025
Q3 		$1.8M Sell
2,330
-1,092
-32% -$769K 0.02% 558
2025
Q2 		$2.51M Sell
3,422
-433
-11% -$306K 0.04% 437
2025
Q1 		$2.59M Sell
3,855
-723
-16% -$447K 0.04% 391
2024
Q4 		$2.61M Buy
4,578
+319
+7% +$179K 0.04% 365
2024
Q3 		$2.11M Buy
4,259
+1,967
+86% +$1.1M 0.04% 408
2024
Q2 		$1.34M Buy
2,292
+24
+1% +$13.4K 0.03% 488
2024
Q1 		$1.22M Buy
2,268
+40
+2% +$20.3K 0.03% 502
2023
Q4 		$1.03M Buy
2,228
+170
+8% +$77.3K 0.03% 522
2023
Q3 		$895K Buy
2,058
+364
+21% +$153K 0.03% 495
2023
Q2 		$724K Sell
1,694
-40
-2% -$15.4K 0.02% 517
2023
Q1 		$617K Buy
1,734
+174
+11% +$62.9K 0.02% 539
2022
Q4 		$585K Sell
1,560
-527
-25% -$197K 0.03% 486
2022
Q3 		$709K Buy
2,087
+527
+34% +$183K 0.04% 404
2022
Q2 		$509K Buy
1,560
+449
+40% +$144K 0.03% 499
2022
Q1 		$340K Sell
1,111
-1,320
-54% -$359K 0.02% 698
2021
Q4 		$604K Buy
2,431
+79
+3% +$17.3K 0.03% 529
2021
Q3 		$469K Sell
2,352
-175
-7% -$35K 0.03% 555
2021
Q2 		$483K Buy
2,527
+323
+15% +$62.4K 0.03% 514
2021
Q1 		$430K Sell
2,204
-21
-0.9% -$3.83K 0.03% 490
2020
Q4 		$386K Buy
2,225
+867
+64% +$144K 0.03% 496
2020
Q3 		$202K Buy
+1,358
New +$206K 0.02% 601

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

Kestra Private Wealth Services's MCK Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its McKesson (MCK) stake by 9.2% in Q1 2026, selling an estimated $262K and leaving 2,919 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #487.

Kestra Private Wealth Services first reported a position in MCK in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.64M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Kestra Private Wealth Services held 2,919 shares of McKesson worth $2.53M as of Q1 2026.
  • Kestra Private Wealth Services sold 294 McKesson shares in Q1 2026, an estimated $262K.
  • McKesson made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #487 holding.
  • Kestra Private Wealth Services first reported a position in McKesson in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's McKesson position peaked at $2.64M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.