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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
Q2 		$17.3M Sell
22,845
-572
-2% -$454K 0.47% 55
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 $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

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

Moran Wealth Management reduced its McKesson (MCK) stake by 2.4% in Q2 2026, selling an estimated $454K and leaving 22,845 shares worth $17.3M. The position accounts for 0.47% of the portfolio, ranked #55.

Moran Wealth Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.9M in Q2 2023. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Moran Wealth Management held 22,845 shares of McKesson worth $17.3M as of Q2 2026.
  • Moran Wealth Management sold 572 McKesson shares in Q2 2026, an estimated $454K.
  • McKesson made up 0.47% of Moran Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Moran Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's McKesson position peaked at $23.9M in Q2 2023.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.