National Wealth Management Group’s McKesson MCK Stock Holding History

National Wealth Management Group’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	–	Sell	-273	Closed	-$224K	–	241
2025 Q4	$224K	Buy	+273	New	+$223K	0.08%	221
2024 Q3	–	Sell	-505	Closed	-$295K	–	160
2024 Q2	$295K	Buy	+505	New	+$281K	0.22%	102
2024 Q1	–	Sell	-1,359	Closed	-$629K	–	150
2023 Q4	$629K	Buy	1,359 +213	+19%	+$96.9K	0.61%	45
2023 Q3	$498K	Buy	+1,146	New	+$483K	0.54%	54

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

National Wealth Management Group's MCK Position: Q1 2026 in Review

National Wealth Management Group sold out of McKesson (MCK) in Q1 2026, closing a stake of 273 shares — an estimated $224K sold.

National Wealth Management Group first reported a position in MCK in Q3 2023 and held it in 4 quarters. The position peaked at $629K in Q4 2023. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

National Wealth Management Group reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
National Wealth Management Group sold 273 McKesson shares in Q1 2026, an estimated $224K.
National Wealth Management Group first reported a position in McKesson in Q3 2023 and held it in 4 quarters.
National Wealth Management Group's McKesson position peaked at $629K in Q4 2023.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.