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Laurel Oak Wealth Management’s McKesson MCK Stock Holding History

Laurel Oak 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
Q2 		$464K Buy
614
+11
+2% +$8.72K 0.07% 213
2026
Q1 		$522K Sell
603
-10
-2% -$8.93K 0.09% 183
2025
Q4 		$503K Buy
+613
New +$500K 0.08% 184

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Laurel Oak Wealth Management's MCK Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its McKesson (MCK) stake by 1.8% in Q2 2026, buying an estimated $8.72K and bringing the position to 614 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #213.

Laurel Oak Wealth Management first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $522K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Laurel Oak Wealth Management held 614 shares of McKesson worth $464K as of Q2 2026.
  • Laurel Oak Wealth Management bought 11 McKesson shares in Q2 2026, an estimated $8.72K.
  • McKesson made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Laurel Oak Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's McKesson position peaked at $522K in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.