Laurel Wealth Advisors (North Carolina)’s McKesson MCK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-170	Closed	-$139K	–	457
2025 Q4	$139K	Buy	+170	New	+$139K	0.02%	216
2025 Q2	–	Sell	-170	Closed	-$114K	–	477
2025 Q1	$114K	Hold	170	–	–	0.02%	223
2024 Q4	$96.9K	Hold	170	–	–	0.02%	240
2024 Q3	$84.1K	Buy	170 +5	+3%	+$2.78K	0.01%	254
2024 Q2	$96.4K	Hold	165	–	–	0.02%	227
2024 Q1	$88.6K	Buy	165 +106	+180%	+$53.8K	0.02%	247
2023 Q4	$27.3K	Hold	59	–	–	0.01%	334
2023 Q3	$25.7K	Hold	59	–	–	0.01%	340
2023 Q2	$25.2K	Hold	59	–	–	0.01%	346
2023 Q1	$21K	Buy	59 +8	+16%	+$2.89K	﹤0.01%	359
2022 Q4	$19.1K	Hold	51	–	–	﹤0.01%	336
2022 Q3	$17K	Hold	51	–	–	﹤0.01%	348
2022 Q2	$17K	Hold	51	–	–	﹤0.01%	343
2022 Q1	$16K	Hold	51	–	–	﹤0.01%	370
2021 Q4	$13K	Hold	51	–	–	﹤0.01%	390
2021 Q3	$10K	Hold	51	–	–	﹤0.01%	415
2021 Q2	$10K	Hold	51	–	–	﹤0.01%	460
2021 Q1	$10K	Hold	51	–	–	﹤0.01%	429
2020 Q4	$9K	Hold	51	–	–	﹤0.01%	423
2020 Q3	$8K	Hold	51	–	–	﹤0.01%	398
2020 Q2	$8K	Sell	51 -20	-28%	-$2.89K	﹤0.01%	394
2020 Q1	$10K	Hold	71	–	–	﹤0.01%	364
2019 Q4	$10K	Hold	71	–	–	﹤0.01%	398
2019 Q3	$10K	Hold	71	–	–	﹤0.01%	387
2019 Q2	$10K	Hold	71	–	–	﹤0.01%	380
2019 Q1	$8K	Hold	71	–	–	﹤0.01%	389
2018 Q4	$8K	Buy	+71	New	+$8.85K	﹤0.01%	376

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MCK Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of McKesson (MCK) in Q1 2026, closing a stake of 170 shares — an estimated $139K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MCK in Q4 2018 and held it in 27 quarters. The position peaked at $139K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 170 McKesson shares in Q1 2026, an estimated $139K.
Laurel Wealth Advisors (North Carolina) first reported a position in McKesson in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s McKesson position peaked at $139K in Q4 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.