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NewEdge Wealth’s McKesson MCK Stock Holding History

NewEdge Wealth’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 		$865K Sell
1,144
-255
-18% -$202K 0.01% 696
2026
Q1 		$1.21M Sell
1,399
-1,521
-52% -$1.36M 0.01% 575
2025
Q4 		$2.4M Buy
2,920
+2,143
+276% +$1.75M 0.03% 403
2025
Q3 		$656K Buy
777
+146
+23% +$103K 0.01% 669
2025
Q2 		$418K Buy
631
+56
+10% +$39.5K 0.01% 756
2025
Q1 		$387K Sell
575
-110
-16% -$68K 0.01% 718
2024
Q4 		$390K Buy
685
+151
+28% +$84.6K 0.01% 694
2024
Q3 		$264K Buy
+534
New +$297K ﹤0.01% 757

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

NewEdge Wealth's MCK Position: Q2 2026 in Review

NewEdge Wealth reduced its McKesson (MCK) stake by 18% in Q2 2026, selling an estimated $202K and leaving 1,144 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #696.

NewEdge Wealth first reported a position in MCK in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • NewEdge Wealth held 1,144 shares of McKesson worth $865K as of Q2 2026.
  • NewEdge Wealth sold 255 McKesson shares in Q2 2026, an estimated $202K.
  • McKesson made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #696 holding.
  • NewEdge Wealth first reported a position in McKesson in Q3 2024 and has held it in 8 quarters since.
  • NewEdge Wealth's McKesson position peaked at $2.4M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.