McLean Asset Management’s McKesson MCK Stock Holding History

McLean Asset 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	$426K	Buy	492 +1	+0.2%	+$893	0.07%	106
2025 Q4	$409K	Buy	491 +1	+0.2%	+$816	0.07%	105
2025 Q3	$363K	Sell	490 -2	-0.4%	-$1.41K	0.07%	109
2025 Q2	$347K	Buy	492 +11	+2%	+$7.76K	0.09%	110
2025 Q1	$314K	Buy	481 +9	+2%	+$5.56K	0.1%	100
2024 Q4	$269K	Hold	472	–	–	0.08%	126
2024 Q3	$229K	Buy	472 +2	+0.4%	+$1.11K	0.07%	148
2024 Q2	$276K	Buy	470 +7	+2%	+$3.9K	0.09%	119
2024 Q1	$244K	Buy	463 +2	+0.4%	+$1.01K	0.08%	131
2023 Q4	$220K	Sell	461 -15	-3%	-$6.82K	0.08%	132
2023 Q3	$216K	Buy	+476	New	+$201K	0.09%	121

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

McLean Asset Management's MCK Position: Q1 2026 in Review

McLean Asset Management increased its McKesson (MCK) stake by 0.2% in Q1 2026, buying an estimated $893 and bringing the position to 492 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #106.

McLean Asset Management first reported a position in MCK in Q3 2023 and has held it in 11 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

McLean Asset Management held 492 shares of McKesson worth $426K as of Q1 2026.
McLean Asset Management bought 1 McKesson share in Q1 2026, an estimated $893.
McKesson made up 0.07% of McLean Asset Management's portfolio in Q1 2026, its #106 holding.
McLean Asset Management first reported a position in McKesson in Q3 2023 and has held it in 11 quarters since.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.