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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
Q2 		$1.54M Sell
2,043
-7
-0.3% -$5.55K 0.05% 309
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 $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

Meridian Wealth Management's MCK Position: Q2 2026 in Review

Meridian Wealth Management reduced its McKesson (MCK) stake by 0.34% in Q2 2026, selling an estimated $5.55K and leaving 2,043 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #309.

Meridian Wealth Management first reported a position in MCK in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Meridian Wealth Management held 2,043 shares of McKesson worth $1.54M as of Q2 2026.
  • Meridian Wealth Management sold 7 McKesson shares in Q2 2026, an estimated $5.55K.
  • McKesson made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Meridian Wealth Management first reported a position in McKesson in Q2 2021 and has held it in 19 quarters since.
  • Meridian Wealth Management's McKesson position peaked at $1.77M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.