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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
Q2 		$635K Sell
840
-84
-9% -$66.6K 0.21% 76
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
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

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

MorganRosel Wealth Management reduced its McKesson (MCK) stake by 9.1% in Q2 2026, selling an estimated $66.6K and leaving 840 shares worth $635K. The position accounts for 0.21% of the portfolio, ranked #76.

MorganRosel Wealth Management first reported a position in MCK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q2 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • MorganRosel Wealth Management held 840 shares of McKesson worth $635K as of Q2 2026.
  • MorganRosel Wealth Management sold 84 McKesson shares in Q2 2026, an estimated $66.6K.
  • McKesson made up 0.21% of MorganRosel Wealth Management's portfolio in Q2 2026, its #76 holding.
  • MorganRosel Wealth Management first reported a position in McKesson in Q2 2022 and has held it in 16 quarters since.
  • MorganRosel Wealth Management's McKesson position peaked at $1.43M in Q2 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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