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McKinley Carter Wealth Services’s McKesson MCK Stock Holding History

McKinley Carter Wealth Services’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 		$10.3M Buy
13,629
+30
+0.2% +$23.8K 0.53% 46
2026
Q1 		$11.8M Sell
13,599
-503
-4% -$449K 0.68% 30
2025
Q4 		$11.6M Sell
14,102
-233
-2% -$190K 0.65% 36
2025
Q3 		$11.1M Sell
14,335
-214
-1% -$151K 0.58% 40
2025
Q2 		$10.7M Buy
14,549
+600
+4% +$423K 0.59% 39
2025
Q1 		$9.39M Buy
13,949
+201
+1% +$124K 0.58% 40
2024
Q4 		$7.84M Buy
13,748
+61
+0.4% +$34.2K 0.48% 49
2024
Q3 		$6.77M Buy
13,687
+248
+2% +$138K 0.41% 54
2024
Q2 		$7.85M Buy
13,439
+1,183
+10% +$659K 0.5% 48
2024
Q1 		$6.58M Buy
12,256
+1,114
+10% +$566K 0.44% 56
2023
Q4 		$5.16M Buy
11,142
+3,391
+44% +$1.54M 0.38% 59
2023
Q3 		$3.37M Buy
7,751
+563
+8% +$237K 0.27% 75
2023
Q2 		$3.07M Buy
+7,188
New +$2.76M 0.23% 77
2018
Q2 		– Sell
-433
Closed -$61K – 291
2018
Q1 		$61K Buy
+433
New +$67.5K 0.02% 245

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

McKinley Carter Wealth Services's MCK Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its McKesson (MCK) stake by 0.22% in Q2 2026, buying an estimated $23.8K and bringing the position to 13,629 shares worth $10.3M. The position accounts for 0.53% of the portfolio, ranked #46.

McKinley Carter Wealth Services first reported a position in MCK in Q1 2018 and has held it in 14 quarters since. The position peaked at $11.8M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • McKinley Carter Wealth Services held 13,629 shares of McKesson worth $10.3M as of Q2 2026.
  • McKinley Carter Wealth Services bought 30 McKesson shares in Q2 2026, an estimated $23.8K.
  • McKesson made up 0.53% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #46 holding.
  • McKinley Carter Wealth Services first reported a position in McKesson in Q1 2018 and has held it in 14 quarters since.
  • McKinley Carter Wealth Services's McKesson position peaked at $11.8M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.