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Modern Wealth Management’s McKesson MCK Stock Holding History

Modern 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 		$853K Buy
1,129
+200
+22% +$159K 0.01% 560
2026
Q1 		$811K Buy
929
+86
+10% +$76.8K 0.01% 466
2025
Q4 		$692K Buy
843
+34
+4% +$27.7K 0.01% 478
2025
Q3 		$625K Sell
809
-31
-4% -$21.8K 0.01% 464
2025
Q2 		$616K Buy
840
+30
+4% +$21.2K 0.02% 442
2025
Q1 		$545K Buy
810
+29
+4% +$17.9K 0.02% 402
2024
Q4 		$445K Buy
781
+340
+77% +$190K 0.02% 383
2024
Q3 		$218K Buy
+441
New +$246K 0.01% 402

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

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

Modern Wealth Management increased its McKesson (MCK) stake by 22% in Q2 2026, buying an estimated $159K and bringing the position to 1,129 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #560.

Modern Wealth Management first reported a position in MCK in Q3 2024 and has held it in 8 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Modern Wealth Management held 1,129 shares of McKesson worth $853K as of Q2 2026.
  • Modern Wealth Management bought 200 McKesson shares in Q2 2026, an estimated $159K.
  • McKesson made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Modern Wealth Management first reported a position in McKesson in Q3 2024 and has held it in 8 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.