MWM
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Moran Wealth Management’s McKesson MCK Stock Holding History

Moran 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 		$20.3M Sell
23,417
-173
-0.7% -$154K 0.62% 38
2025
Q4 		$19.4M Buy
23,590
+544
+2% +$444K 0.59% 43
2025
Q3 		$17.8M Sell
23,046
-509
-2% -$358K 0.54% 54
2025
Q2 		$17.3M Sell
23,555
-91
-0.4% -$64.2K 0.53% 52
2025
Q1 		$15.9M Buy
23,646
+173
+0.7% +$107K 0.54% 57
2024
Q4 		$13.4M Buy
23,473
+15,962
+213% +$8.94M 0.43% 85
2024
Q3 		$3.71M Buy
7,511
+12
+0.2% +$6.68K 0.11% 208
2024
Q2 		$4.38M Sell
7,499
-37
-0.5% -$20.6K 0.14% 183
2024
Q1 		$4.05M Sell
7,536
-1,056
-12% -$536K 0.13% 192
2023
Q4 		$3.98M Sell
8,592
-1,033
-11% -$470K 0.14% 188
2023
Q3 		$4.19M Sell
9,625
-46,366
-83% -$19.5M 0.16% 168
2023
Q2 		$23.9M Sell
55,991
-3,351
-6% -$1.29M 0.9% 20
2023
Q1 		$21.1M Sell
59,342
-2,301
-4% -$831K 0.8% 32
2022
Q4 		$23.1M Buy
+61,643
New +$23M 0.88% 23

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moran Wealth Management's MCK Position: Q1 2026 in Review

Moran Wealth Management reduced its McKesson (MCK) stake by 0.73% in Q1 2026, selling an estimated $154K and leaving 23,417 shares worth $20.3M. The position accounts for 0.62% of the portfolio, ranked #38.

Moran Wealth Management first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.9M in Q2 2023. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Moran Wealth Management held 23,417 shares of McKesson worth $20.3M as of Q1 2026.
  • Moran Wealth Management sold 173 McKesson shares in Q1 2026, an estimated $154K.
  • McKesson made up 0.62% of Moran Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Moran Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's McKesson position peaked at $23.9M in Q2 2023.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.