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Mowery & Schoenfeld Wealth Management’s McKesson MCK Stock Holding History

Mowery & Schoenfeld 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 		$17.4K Hold
23
– – 0.02% 202
2026
Q1 		$19.9K Sell
23
-1
-4% -$893 0.03% 176
2025
Q4 		$19.7K Buy
24
+1
+4% +$816 0.03% 193
2025
Q3 		$17.8K Sell
23
-3
-12% -$2.11K 0.03% 183
2025
Q2 		$19.1K Hold
26
– – 0.03% 176
2025
Q1 		$17.5K Hold
26
– – 0.03% 216
2024
Q4 		$14.8K Buy
+26
New +$14.6K 0.03% 192

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's MCK Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 23 shares worth $17.4K. The position accounts for 0.02% of the portfolio, ranked #202.

Mowery & Schoenfeld Wealth Management first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.9K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 23 shares of McKesson worth $17.4K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's McKesson position peaked at $19.9K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.