MBL Wealth’s McKesson MCK Stock Holding History

MBL 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	$583K	Buy	+683	New	+$588K	0.03%	268
2026 Q2	–	Sell	-247	Closed	-$214K	–	399
2026 Q1	$214K	Buy	+247	New	+$220K	0.02%	317

Other funds holding MCK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

MBL Wealth's MCK Position: Q3 2026 in Review

MBL Wealth opened a new position in McKesson (MCK) in Q3 2026: 683 shares worth $583K. The stake represents 0.03% of the portfolio and ranks #268 among its holdings. This is a return to the name: MBL Wealth previously reported a position in MCK as recently as Q1 2026.

MBL Wealth first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. 1,803 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

MBL Wealth held 683 shares of McKesson worth $583K as of Q3 2026.
McKesson was a new MBL Wealth position in Q3 2026.
McKesson made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #268 holding.
MBL Wealth first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
1,803 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.