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Maridea Wealth Management’s McKesson MCK Stock Holding History

Maridea 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 		$2.37M Sell
2,742
-35
-1% -$31.2K 0.35% 71
2025
Q4 		$2.28M Buy
2,777
+2,379
+598% +$1.94M 0.34% 73
2025
Q3 		$313K Buy
398
+39
+11% +$27.5K 0.05% 319
2025
Q2 		$263K Sell
359
-246
-41% -$174K 0.07% 233
2025
Q1 		$407K Sell
605
-155
-20% -$95.8K 0.13% 160
2024
Q4 		$433K Buy
+760
New +$426K 0.14% 135

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

Maridea Wealth Management's MCK Position: Q1 2026 in Review

Maridea Wealth Management reduced its McKesson (MCK) stake by 1.3% in Q1 2026, selling an estimated $31.2K and leaving 2,742 shares worth $2.37M. The position accounts for 0.35% of the portfolio, ranked #71.

Maridea Wealth Management first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Maridea Wealth Management held 2,742 shares of McKesson worth $2.37M as of Q1 2026.
  • Maridea Wealth Management sold 35 McKesson shares in Q1 2026, an estimated $31.2K.
  • McKesson made up 0.35% of Maridea Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Maridea Wealth Management first reported a position in McKesson in Q4 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 Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.