MWM
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Mission Wealth Management’s McKesson MCK Stock Holding History

Mission 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 		$2.24M Buy
2,969
+593
+25% +$470K 0.03% 286
2026
Q1 		$2.06M Buy
2,376
+344
+17% +$307K 0.04% 212
2025
Q4 		$1.67M Buy
2,032
+41
+2% +$33.5K 0.03% 238
2025
Q3 		$1.54M Sell
1,991
-30
-1% -$21.1K 0.03% 252
2025
Q2 		$1.48M Sell
2,021
-45
-2% -$31.8K 0.03% 245
2025
Q1 		$1.39M Sell
2,066
-420
-17% -$260K 0.03% 237
2024
Q4 		$1.42M Buy
2,486
+823
+49% +$461K 0.03% 221
2024
Q3 		$822K Buy
1,663
+67
+4% +$37.3K 0.02% 328
2024
Q2 		$932K Buy
1,596
+66
+4% +$36.7K 0.02% 284
2024
Q1 		$821K Sell
1,530
-216
-12% -$110K 0.02% 333
2023
Q4 		$808K Buy
1,746
+285
+20% +$130K 0.03% 279
2023
Q3 		$635K Buy
1,461
+35
+2% +$14.8K 0.02% 302
2023
Q2 		$609K Buy
1,426
+22
+2% +$8.46K 0.02% 306
2023
Q1 		$500K Sell
1,404
-39
-3% -$14.1K 0.02% 335
2022
Q4 		$541K Buy
1,443
+77
+6% +$28.7K 0.03% 302
2022
Q3 		$464K Buy
1,366
+76
+6% +$26.4K 0.02% 303
2022
Q2 		$421K Sell
1,290
-20
-2% -$6.4K 0.02% 332
2022
Q1 		$401K Sell
1,310
-93
-7% -$25.3K 0.02% 358
2021
Q4 		$349K Buy
1,403
+22
+2% +$4.83K 0.02% 396
2021
Q3 		$275K Buy
1,381
+17
+1% +$3.4K 0.01% 432
2021
Q2 		$261K Buy
1,364
+86
+7% +$16.6K 0.01% 423
2021
Q1 		$249K Sell
1,278
-309
-19% -$56.4K 0.01% 400
2020
Q4 		$276K Buy
1,587
+230
+17% +$38.3K 0.02% 347
2020
Q3 		$202K Buy
1,357
+33
+2% +$5.01K 0.02% 343
2020
Q2 		$203K Buy
+1,324
New +$191K 0.02% 318

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

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

Mission Wealth Management increased its McKesson (MCK) stake by 25% in Q2 2026, buying an estimated $470K and bringing the position to 2,969 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #286.

Mission Wealth Management first reported a position in MCK in Q2 2020 and has held it in 25 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Mission Wealth Management held 2,969 shares of McKesson worth $2.24M as of Q2 2026.
  • Mission Wealth Management bought 593 McKesson shares in Q2 2026, an estimated $470K.
  • McKesson made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Mission Wealth Management first reported a position in McKesson in Q2 2020 and has held it in 25 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.