OF
MCK icon

Optimize Financial’s McKesson MCK Stock Holding History

Optimize Financial’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 		$416K Buy
+481
New +$429K 0.2% 186

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

Optimize Financial's MCK Position: Q1 2026 in Review

Optimize Financial opened a new position in McKesson (MCK) in Q1 2026: 481 shares worth $416K. The stake represents 0.2% of the portfolio and ranks #186 among its holdings.

2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Optimize Financial held 481 shares of McKesson worth $416K as of Q1 2026.
  • McKesson was a new Optimize Financial position in Q1 2026.
  • McKesson made up 0.2% of Optimize Financial's portfolio in Q1 2026, its #186 holding.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.