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Midwest Trust’s McKesson MCK Stock Holding History

Midwest Trust’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 		$1.13M Sell
1,493
-163
-10% -$129K 0.01% 347
2026
Q1 		$1.43M Buy
1,656
+417
+34% +$372K 0.02% 320
2025
Q4 		$1.02M Buy
1,239
+287
+30% +$234K 0.01% 339
2025
Q3 		$735K Sell
952
-125
-12% -$88K 0.01% 379
2025
Q2 		$789K Buy
+1,077
New +$760K 0.01% 369

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

Midwest Trust's MCK Position: Q2 2026 in Review

Midwest Trust reduced its McKesson (MCK) stake by 9.8% in Q2 2026, selling an estimated $129K and leaving 1,493 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #347.

Midwest Trust first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Midwest Trust held 1,493 shares of McKesson worth $1.13M as of Q2 2026.
  • Midwest Trust sold 163 McKesson shares in Q2 2026, an estimated $129K.
  • McKesson made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #347 holding.
  • Midwest Trust first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's McKesson position peaked at $1.43M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.