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Medallion Wealth Advisors’s McKesson MCK Stock Holding History

Medallion Wealth Advisors’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 		$38.1K Hold
44
– – 0.01% 526
2025
Q4 		$36.1K Hold
44
– – 0.01% 524
2025
Q3 		$34K Hold
44
– – 0.01% 535
2025
Q2 		$32K Hold
44
– – 0.01% 544
2025
Q1 		$29.6K Buy
44
+3
+7% +$1.85K 0.01% 518
2024
Q4 		$23.4K Buy
+41
New +$23K 0.01% 535

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

Medallion Wealth Advisors's MCK Position: Q1 2026 in Review

Medallion Wealth Advisors held its McKesson (MCK) position steady in Q1 2026 at 44 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #526.

Medallion Wealth Advisors first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Medallion Wealth Advisors held 44 shares of McKesson worth $38.1K as of Q1 2026.
  • Medallion Wealth Advisors left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #526 holding.
  • Medallion Wealth Advisors first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.