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MPWM Advisory Solutions’s McKesson MCK Stock Holding History

MPWM Advisory Solutions’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 		$4.33K Hold
5
– – ﹤0.01% 411
2025
Q4 		$4.1K Hold
5
– – ﹤0.01% 400
2025
Q3 		$3.86K Hold
5
– – ﹤0.01% 372
2025
Q2 		$3.66K Sell
5
-2
-29% -$1.41K ﹤0.01% 390
2025
Q1 		$4.71K Hold
7
– – ﹤0.01% 374
2024
Q4 		$3.99K Buy
+7
New +$3.92K ﹤0.01% 401

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

MPWM Advisory Solutions's MCK Position: Q1 2026 in Review

MPWM Advisory Solutions held its McKesson (MCK) position steady in Q1 2026 at 5 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

MPWM Advisory Solutions first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.71K in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • MPWM Advisory Solutions held 5 shares of McKesson worth $4.33K as of Q1 2026.
  • MPWM Advisory Solutions left its McKesson share count unchanged in Q1 2026.
  • McKesson made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #411 holding.
  • MPWM Advisory Solutions first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's McKesson position peaked at $4.71K in Q1 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.