Maia Wealth
MCK icon

Maia Wealth’s McKesson MCK Stock Holding History

Maia Wealth’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
Q3 		$215K Sell
252
-64
-20% -$55.1K 0.03% 334
2026
Q2 		$239K Sell
316
-49
-13% -$38.8K 0.04% 322
2026
Q1 		$316K Sell
365
-8
-2% -$7.14K 0.05% 284
2025
Q4 		$342K Buy
373
+22
+6% +$18K 0.06% 265
2025
Q3 		$302K Sell
351
-4
-1% -$2.82K 0.05% 276
2025
Q2 		$260K Sell
355
-48
-12% -$33.9K 0.05% 272
2025
Q1 		$280K Buy
403
+5
+1% +$3.09K 0.06% 243
2024
Q4 		$241K Buy
+398
New +$223K 0.05% 267

Other funds holding MCK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Maia Wealth's MCK Position: Q3 2026 in Review

Maia Wealth reduced its McKesson (MCK) stake by 20% in Q3 2026, selling an estimated $55.1K and leaving 252 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #334.

Maia Wealth first reported a position in MCK in Q4 2024 and has held it in 8 quarters since. The position peaked at $342K in Q4 2025. 1,803 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Maia Wealth held 252 shares of McKesson worth $215K as of Q3 2026.
  • Maia Wealth sold 64 McKesson shares in Q3 2026, an estimated $55.1K.
  • McKesson made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #334 holding.
  • Maia Wealth first reported a position in McKesson in Q4 2024 and has held it in 8 quarters since.
  • Maia Wealth's McKesson position peaked at $342K in Q4 2025.
  • 1,803 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.