MWM
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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
Q2 		$5.55M Sell
7,346
-131
-2% -$104K 0.06% 177
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
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

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

Modera Wealth Management reduced its McKesson (MCK) stake by 1.8% in Q2 2026, selling an estimated $104K and leaving 7,346 shares worth $5.55M. The position accounts for 0.06% of the portfolio, ranked #177.

Modera Wealth Management first reported a position in MCK in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.47M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Modera Wealth Management held 7,346 shares of McKesson worth $5.55M as of Q2 2026.
  • Modera Wealth Management sold 131 McKesson shares in Q2 2026, an estimated $104K.
  • McKesson made up 0.06% of Modera Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Modera Wealth Management first reported a position in McKesson in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's McKesson position peaked at $6.47M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.