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Liberty Wealth Management’s McKesson MCK Stock Holding History

Liberty 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 		$338K Hold
391
– – 0.04% 184
2026
Q1 		$338K Buy
391
+13
+3% +$11.6K 0.04% 184
2025
Q4 		$310K Buy
378
+104
+38% +$84.9K 0.04% 187
2025
Q3 		$211K Hold
274
– – 0.03% 231
2025
Q2 		$201K Buy
+274
New +$193K 0.03% 225
2024
Q3 		– Sell
-54,338
Closed -$67K – 242
2024
Q2 		$67K Buy
+54,338
New +$30.2M 0.01% 211
2021
Q2 		– Sell
-2
Closed – – 1131
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1000
2020
Q4 		$0 Buy
+2
New +$333 ﹤0.01% 1025
2020
Q3 		– Sell
-154
Closed -$24K – 917
2020
Q2 		$24K Buy
+154
New +$22.2K 0.02% 351
2019
Q1 		– Sell
-35
Closed -$3K – 802
2018
Q4 		$3K Buy
+35
New +$4.37K ﹤0.01% 634

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

Liberty Wealth Management's MCK Position: Q2 2026 in Review

Liberty Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 391 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #184.

Liberty Wealth Management first reported a position in MCK in Q4 2018 and has held it in 10 quarters since. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Liberty Wealth Management held 391 shares of McKesson worth $338K as of Q2 2026.
  • Liberty Wealth Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Liberty Wealth Management first reported a position in McKesson in Q4 2018 and has held it in 10 quarters since.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.