MorganRosel Wealth Management’s McKesson MCK Stock Holding History

MorganRosel 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	$800K	Sell	924 -656	-42%	-$585K	0.32%	53
2025 Q4	$1.3M	Sell	1,580 -124	-7%	-$101K	0.32%	49
2025 Q3	$1.32M	Sell	1,704 -241	-12%	-$170K	0.34%	48
2025 Q2	$1.43M	Buy	1,945 +863	+80%	+$609K	0.39%	44
2025 Q1	$728K	Buy	1,082 +471	+77%	+$291K	0.22%	65
2024 Q4	$348K	Sell	611 -1,167	-66%	-$654K	0.11%	91
2024 Q3	$879K	Buy	1,778 +125	+8%	+$69.6K	0.29%	59
2024 Q2	$965K	Sell	1,653 -249	-13%	-$139K	0.34%	52
2024 Q1	$1.02M	Sell	1,902 -63	-3%	-$32K	0.36%	52
2023 Q4	$910K	Buy	1,965 +191	+11%	+$86.9K	0.35%	54
2023 Q3	$771K	Buy	+1,774	New	+$748K	0.32%	51
2023 Q2	–	Sell	-2,413	Closed	-$859K	–	101
2023 Q1	$859K	Sell	2,413 -840	-26%	-$303K	0.37%	52
2022 Q4	$1.22M	Sell	3,253 -26	-0.8%	-$9.7K	0.56%	31
2022 Q3	$1.11M	Buy	3,279 +570	+21%	+$198K	0.56%	29
2022 Q2	$884K	Buy	+2,709	New	+$867K	0.47%	40

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

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

MorganRosel Wealth Management reduced its McKesson (MCK) stake by 42% in Q1 2026, selling an estimated $585K and leaving 924 shares worth $800K. The position accounts for 0.32% of the portfolio, ranked #53.

MorganRosel Wealth Management first reported a position in MCK in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

MorganRosel Wealth Management held 924 shares of McKesson worth $800K as of Q1 2026.
MorganRosel Wealth Management sold 656 McKesson shares in Q1 2026, an estimated $585K.
McKesson made up 0.32% of MorganRosel Wealth Management's portfolio in Q1 2026, its #53 holding.
MorganRosel Wealth Management first reported a position in McKesson in Q2 2022 and has held it in 15 quarters since.
MorganRosel Wealth Management's McKesson position peaked at $1.43M in Q2 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.