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MGB Wealth Management’s McKesson MCK Stock Holding History

MGB 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
2025
Q4 		$3.54M Buy
4,316
+125
+3% +$102K 1.01% 16
2025
Q3 		$3.23M Sell
4,191
-450
-10% -$317K 0.91% 18
2025
Q2 		$3.4M Buy
4,641
+889
+24% +$627K 1.12% 16
2025
Q1 		$2.52M Buy
3,752
+357
+11% +$221K 0.91% 21
2024
Q4 		$1.94M Buy
3,395
+39
+1% +$21.8K 0.6% 31
2024
Q3 		$1.66M Buy
3,356
+197
+6% +$110K 0.6% 39
2024
Q2 		$1.82M Buy
3,159
+17
+0.5% +$9.46K 0.68% 33
2024
Q1 		$1.69M Buy
3,142
+355
+13% +$180K 0.69% 36
2023
Q4 		$1.29M Buy
+2,787
New +$1.27M 0.65% 44

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB Wealth Management's MCK Position: Q4 2025 in Review

MGB Wealth Management increased its McKesson (MCK) stake by 3% in Q4 2025, buying an estimated $102K and bringing the position to 4,316 shares worth $3.54M. The position accounts for 1.01% of the portfolio, ranked #16.

MGB Wealth Management first reported a position in MCK in Q4 2023 and has held it in 9 quarters since. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • MGB Wealth Management held 4,316 shares of McKesson worth $3.54M as of Q4 2025.
  • MGB Wealth Management bought 125 McKesson shares in Q4 2025, an estimated $102K.
  • McKesson made up 1.01% of MGB Wealth Management's portfolio in Q4 2025, its #16 holding.
  • MGB Wealth Management first reported a position in McKesson in Q4 2023 and has held it in 9 quarters since.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.