Money Concepts Capital’s McKesson MCK Stock Holding History

Money Concepts Capital’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	$1.16M	Buy	1,339 +207	+18%	+$185K	0.06%	271
2025 Q4	$929K	Buy	1,132 +426	+60%	+$348K	0.05%	272
2025 Q3	$545K	Buy	+706	New	+$497K	0.03%	313
2023 Q4	–	Sell	-476	Closed	-$207K	–	399
2023 Q3	$207K	Sell	476 -184	-28%	-$77.5K	0.02%	338
2023 Q2	$282K	Sell	660 -752	-53%	-$289K	0.03%	309
2023 Q1	$503K	Buy	1,412 +439	+45%	+$159K	0.03%	287
2022 Q4	$365K	Buy	973 +235	+32%	+$87.6K	0.02%	506
2022 Q3	$251K	Buy	738 +13	+2%	+$4.51K	0.01%	388
2022 Q2	$239K	Sell	725 -41	-5%	-$13.1K	0.02%	375
2022 Q1	$234K	Buy	+766	New	+$208K	0.01%	668

Other funds holding MCK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Money Concepts Capital's MCK Position: Q1 2026 in Review

Money Concepts Capital increased its McKesson (MCK) stake by 18% in Q1 2026, buying an estimated $185K and bringing the position to 1,339 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #271.

Money Concepts Capital first reported a position in MCK in Q1 2022 and has held it in 10 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Money Concepts Capital held 1,339 shares of McKesson worth $1.16M as of Q1 2026.
Money Concepts Capital bought 207 McKesson shares in Q1 2026, an estimated $185K.
McKesson made up 0.06% of Money Concepts Capital's portfolio in Q1 2026, its #271 holding.
Money Concepts Capital first reported a position in McKesson in Q1 2022 and has held it in 10 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.