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Opal Wealth Advisors’s McKesson MCK Stock Holding History

Opal Wealth Advisors’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 		$691K Sell
799
-49
-6% -$43.7K 0.16% 72
2025
Q4 		$696K Sell
848
-108
-11% -$88.1K 0.18% 74
2025
Q3 		$739K Sell
956
-7
-0.7% -$4.93K 0.21% 63
2025
Q2 		$706K Buy
963
+10
+1% +$7.06K 0.2% 62
2025
Q1 		$641K Sell
953
-47
-5% -$29.1K 0.2% 63
2024
Q4 		$570K Buy
1,000
+40
+4% +$22.4K 0.17% 83
2024
Q3 		$475K Sell
960
-60
-6% -$33.4K 0.15% 81
2024
Q2 		$596K Buy
1,020
+174
+21% +$96.9K 0.19% 70
2024
Q1 		$454K Buy
846
+216
+34% +$110K 0.15% 88
2023
Q4 		$292K Sell
630
-8
-1% -$3.64K 0.11% 133
2023
Q3 		$277K Sell
638
-87
-12% -$36.7K 0.16% 108
2023
Q2 		$310K Sell
725
-32
-4% -$12.3K 0.15% 91
2023
Q1 		$270K Sell
757
-10
-1% -$3.61K 0.16% 85
2022
Q4 		$288K Sell
767
-1
-0.1% -$373 0.16% 87
2022
Q3 		$261K Sell
768
-7
-0.9% -$2.43K 0.19% 76
2022
Q2 		$253K Sell
775
-127
-14% -$40.6K 0.17% 82
2022
Q1 		$276K Buy
902
+23
+3% +$6.25K 0.24% 71
2021
Q4 		$218K Buy
+879
New +$193K 0.14% 112

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

Opal Wealth Advisors's MCK Position: Q1 2026 in Review

Opal Wealth Advisors reduced its McKesson (MCK) stake by 5.8% in Q1 2026, selling an estimated $43.7K and leaving 799 shares worth $691K. The position accounts for 0.16% of the portfolio, ranked #72.

Opal Wealth Advisors first reported a position in MCK in Q4 2021 and has held it in 18 quarters since. The position peaked at $739K in Q3 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Opal Wealth Advisors held 799 shares of McKesson worth $691K as of Q1 2026.
  • Opal Wealth Advisors sold 49 McKesson shares in Q1 2026, an estimated $43.7K.
  • McKesson made up 0.16% of Opal Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Opal Wealth Advisors first reported a position in McKesson in Q4 2021 and has held it in 18 quarters since.
  • Opal Wealth Advisors's McKesson position peaked at $739K in Q3 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.