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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
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 $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

Mowery & Schoenfeld Wealth Management's MCK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its McKesson (MCK) stake by 4.2% in Q1 2026, selling an estimated $893 and leaving 23 shares worth $19.9K. The position accounts for 0.03% of the portfolio, ranked #176.

Mowery & Schoenfeld Wealth Management first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 23 shares of McKesson worth $19.9K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.