Modera Wealth Management’s McKesson MCK Stock Holding History

Modera 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 Q1	$6.47M	Buy	7,477 +221	+3%	+$197K	0.08%	158
2025 Q4	$5.95M	Buy	7,256 +14	+0.2%	+$11.4K	0.07%	170
2025 Q3	$5.59M	Sell	7,242 -129	-2%	-$90.8K	0.06%	175
2025 Q2	$5.4M	Sell	7,371 -33	-0.4%	-$23.3K	0.07%	173
2025 Q1	$4.98M	Sell	7,404 -95	-1%	-$58.7K	0.07%	179
2024 Q4	$4.27M	Buy	7,499 +6,698	+836%	+$3.75M	0.05%	191
2024 Q3	$396K	Sell	801 -3	-0.4%	-$1.67K	0.01%	451
2024 Q2	$470K	Buy	804 +17	+2%	+$9.46K	0.01%	401
2024 Q1	$423K	Buy	787 +12	+2%	+$6.09K	0.01%	414
2023 Q4	$359K	Sell	775 -127	-14%	-$57.8K	0.01%	436
2023 Q3	$392K	Buy	902 +55	+6%	+$23.2K	0.01%	394
2023 Q2	$362K	Buy	+847	New	+$326K	0.01%	435
2022 Q1	–	Sell	-1,584	Closed	-$394K	–	501
2021 Q4	$394K	Buy	+1,584	New	+$348K	0.02%	332

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return