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Lodestone Wealth Management’s McKesson MCK Stock Holding History

Lodestone 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 		$553K Sell
732
-61
-8% -$48.4K 0.2% 108
2026
Q1 		$686K Sell
793
-6
-0.8% -$5.36K 0.27% 83
2025
Q4 		$655K Buy
799
+1
+0.1% +$816 0.27% 84
2025
Q3 		$617K Buy
798
+1
+0.1% +$704 0.28% 87
2025
Q2 		$584K Buy
797
+8
+1% +$5.65K 0.28% 86
2025
Q1 		$531K Sell
789
-29
-4% -$17.9K 0.28% 82
2024
Q4 		$466K Sell
818
-57
-7% -$31.9K 0.23% 98
2024
Q3 		$432K Sell
875
-5
-0.6% -$2.78K 0.22% 97
2024
Q2 		$514K Sell
880
-24
-3% -$13.4K 0.27% 89
2024
Q1 		$485K Sell
904
-7
-0.8% -$3.55K 0.25% 96
2023
Q4 		$422K Buy
911
+1
+0.1% +$455 0.24% 97
2023
Q3 		$396K Buy
910
+1
+0.1% +$421 0.28% 86
2023
Q2 		$388K Sell
909
-27
-3% -$10.4K 0.27% 91
2023
Q1 		$333K Sell
936
-49
-5% -$17.7K 0.26% 94
2022
Q4 		$369K Buy
+985
New +$367K 0.3% 82

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

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

Lodestone Wealth Management reduced its McKesson (MCK) stake by 7.7% in Q2 2026, selling an estimated $48.4K and leaving 732 shares worth $553K. The position accounts for 0.2% of the portfolio, ranked #108.

Lodestone Wealth Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $686K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Lodestone Wealth Management held 732 shares of McKesson worth $553K as of Q2 2026.
  • Lodestone Wealth Management sold 61 McKesson shares in Q2 2026, an estimated $48.4K.
  • McKesson made up 0.2% of Lodestone Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Lodestone Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's McKesson position peaked at $686K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.