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Meridian Wealth Management’s McKesson MCK Stock Holding History

Meridian 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
Q1 		$1.77M Buy
2,050
+479
+30% +$428K 0.06% 246
2025
Q4 		$1.29M Sell
1,571
-17
-1% -$13.9K 0.05% 298
2025
Q3 		$1.23M Buy
1,588
+195
+14% +$137K 0.05% 290
2025
Q2 		$1.02M Sell
1,393
-76
-5% -$53.6K 0.04% 304
2025
Q1 		$989K Sell
1,469
-47
-3% -$29.1K 0.05% 295
2024
Q4 		$864K Sell
1,516
-19
-1% -$10.6K 0.04% 314
2024
Q3 		$759K Buy
1,535
+237
+18% +$132K 0.04% 334
2024
Q2 		$758K Buy
+1,298
New +$723K 0.09% 140
2024
Q1 		– Sell
-1,287
Closed -$596K – 369
2023
Q4 		$596K Buy
1,287
+12
+0.9% +$5.46K 0.04% 345
2023
Q3 		$554K Buy
1,275
+124
+11% +$52.3K 0.03% 346
2023
Q2 		$492K Buy
1,151
+281
+32% +$108K 0.04% 333
2023
Q1 		$310K Buy
+870
New +$314K 0.03% 418
2022
Q4 		– Sell
-2,084
Closed -$708K – 536
2022
Q3 		$708K Sell
2,084
-369
-15% -$128K 0.08% 228
2022
Q2 		$800K Sell
2,453
-212
-8% -$67.8K 0.07% 275
2022
Q1 		$816K Sell
2,665
-544
-17% -$148K 0.09% 180
2021
Q4 		$798K Sell
3,209
-192
-6% -$42.2K 0.09% 186
2021
Q3 		$678K Buy
3,401
+245
+8% +$49K 0.08% 191
2021
Q2 		$604K Buy
+3,156
New +$610K 0.08% 199

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

Meridian Wealth Management's MCK Position: Q1 2026 in Review

Meridian Wealth Management increased its McKesson (MCK) stake by 30% in Q1 2026, buying an estimated $428K and bringing the position to 2,050 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #246.

Meridian Wealth Management first reported a position in MCK in Q2 2021 and has held it in 18 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Meridian Wealth Management held 2,050 shares of McKesson worth $1.77M as of Q1 2026.
  • Meridian Wealth Management bought 479 McKesson shares in Q1 2026, an estimated $428K.
  • McKesson made up 0.06% of Meridian Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Meridian Wealth Management first reported a position in McKesson in Q2 2021 and has held it in 18 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.