M3 Advisory Group’s McKesson MCK Stock Holding History

M3 Advisory Group’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	$317K	Buy	367 +13	+4%	+$11.6K	0.2%	87
2025 Q4	$291K	Buy	354 +5	+1%	+$4.08K	0.18%	92
2025 Q3	$270K	Sell	349 -8	-2%	-$5.63K	0.17%	102
2025 Q2	$261K	Buy	357 +8	+2%	+$5.65K	0.18%	104
2025 Q1	$235K	Buy	+349	New	+$216K	0.19%	117
2024 Q3	–	Sell	-347	Closed	-$202K	–	155
2024 Q2	$202K	Buy	+347	New	+$193K	0.17%	127

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

M3 Advisory Group's MCK Position: Q1 2026 in Review

M3 Advisory Group increased its McKesson (MCK) stake by 3.7% in Q1 2026, buying an estimated $11.6K and bringing the position to 367 shares worth $317K. The position accounts for 0.2% of the portfolio, ranked #87.

M3 Advisory Group first reported a position in MCK in Q2 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

M3 Advisory Group held 367 shares of McKesson worth $317K as of Q1 2026.
M3 Advisory Group bought 13 McKesson shares in Q1 2026, an estimated $11.6K.
McKesson made up 0.2% of M3 Advisory Group's portfolio in Q1 2026, its #87 holding.
M3 Advisory Group first reported a position in McKesson in Q2 2024 and has held it in 6 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.