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Meriwether Wealth & Planning’s McKesson MCK Stock Holding History

Meriwether Wealth & Planning’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 		$632K Buy
836
+2
+0.2% +$1.59K 0.31% 56
2026
Q1 		$722K Sell
834
-280
-25% -$250K 0.4% 48
2025
Q4 		$914K Sell
1,114
-109
-9% -$89K 0.52% 40
2025
Q3 		$945K Sell
1,223
-9
-0.7% -$6.34K 0.55% 34
2025
Q2 		$903K Sell
1,232
-21
-2% -$14.8K 0.57% 36
2025
Q1 		$843K Buy
1,253
+140
+13% +$86.6K 0.55% 41
2024
Q4 		$634K Buy
+1,113
New +$623K 0.45% 49

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

Meriwether Wealth & Planning's MCK Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its McKesson (MCK) stake by 0.24% in Q2 2026, buying an estimated $1.59K and bringing the position to 836 shares worth $632K. The position accounts for 0.31% of the portfolio, ranked #56.

Meriwether Wealth & Planning first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $945K in Q3 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Meriwether Wealth & Planning held 836 shares of McKesson worth $632K as of Q2 2026.
  • Meriwether Wealth & Planning bought 2 McKesson shares in Q2 2026, an estimated $1.59K.
  • McKesson made up 0.31% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #56 holding.
  • Meriwether Wealth & Planning first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's McKesson position peaked at $945K in Q3 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.