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Mascoma Wealth Management’s McKesson MCK Stock Holding History

Mascoma 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 		$31K Hold
41
– – 0.01% 226
2026
Q1 		$35.5K Hold
41
– – 0.01% 217
2025
Q4 		$33.6K Hold
41
– – 0.01% 214
2025
Q3 		$31.7K Sell
41
-10
-20% -$7.04K 0.01% 230
2025
Q2 		$37.4K Hold
51
– – 0.01% 214
2025
Q1 		$34.3K Hold
51
– – 0.01% 215
2024
Q4 		$29.1K Buy
51
+10
+24% +$5.6K 0.01% 246
2024
Q3 		$20.3K Hold
41
– – 0.01% 263
2024
Q2 		$23.9K Hold
41
– – 0.01% 255
2024
Q1 		$22K Hold
41
– – 0.01% 254
2023
Q4 		$19K Hold
41
– – 0.01% 271
2023
Q3 		$17.8K Buy
41
+25
+156% +$10.5K 0.01% 282
2023
Q2 		$6.84K Hold
16
– – ﹤0.01% 358
2023
Q1 		$5.83K Hold
16
– – ﹤0.01% 462
2022
Q4 		$6K Sell
16
-170
-91% -$63.4K ﹤0.01% 471
2022
Q3 		$63K Sell
186
-2
-1% -$694 0.02% 204
2022
Q2 		$61K Sell
188
-1
-0.5% -$320 0.02% 219
2022
Q1 		$58K Buy
189
+77
+69% +$20.9K 0.02% 243
2021
Q4 		$28K Buy
+112
New +$24.6K 0.01% 283
2019
Q2 		– Sell
-5
Closed -$623 – 398
2019
Q1 		$1K Hold
5
– – ﹤0.01% 374
2018
Q4 		$1K Hold
5
– – ﹤0.01% 361
2018
Q3 		$1K Hold
5
– – ﹤0.01% 383
2018
Q2 		$1K Buy
+5
New +$731 ﹤0.01% 382
2017
Q1 		– Sell
-22
Closed -$3.22K – 371
2016
Q4 		$3K Buy
+22
New +$3.24K ﹤0.01% 326

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

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

Mascoma Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 41 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #226.

Mascoma Wealth Management first reported a position in MCK in Q4 2016 and has held it in 24 quarters since. The position peaked at $63K in Q3 2022. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Mascoma Wealth Management held 41 shares of McKesson worth $31K as of Q2 2026.
  • Mascoma Wealth Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Mascoma Wealth Management first reported a position in McKesson in Q4 2016 and has held it in 24 quarters since.
  • Mascoma Wealth Management's McKesson position peaked at $63K in Q3 2022.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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