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Left Brain Wealth Management’s McKesson MCK Stock Holding History

Left Brain 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 		$6.05M Buy
6,994
+146
+2% +$130K 2.38% 15
2025
Q4 		$5.62M Buy
6,848
+1,923
+39% +$1.57M 1.94% 19
2025
Q3 		$3.8M Sell
4,925
-64
-1% -$45.1K 1.19% 26
2025
Q2 		$3.66M Buy
+4,989
New +$3.52M 1.29% 26

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

Left Brain Wealth Management's MCK Position: Q1 2026 in Review

Left Brain Wealth Management increased its McKesson (MCK) stake by 2.1% in Q1 2026, buying an estimated $130K and bringing the position to 6,994 shares worth $6.05M. The position accounts for 2.38% of the portfolio, ranked #15.

Left Brain Wealth Management first reported a position in MCK in Q2 2025 and has held it in 4 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Left Brain Wealth Management held 6,994 shares of McKesson worth $6.05M as of Q1 2026.
  • Left Brain Wealth Management bought 146 McKesson shares in Q1 2026, an estimated $130K.
  • McKesson made up 2.38% of Left Brain Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Left Brain Wealth Management first reported a position in McKesson in Q2 2025 and has held it in 4 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.