Palisades Hudson Asset Management’s McKesson MCK Stock Holding History

Palisades Hudson Asset Management’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	$290K	Hold	335	–	–	0.11%	80
2025 Q4	$275K	Hold	335	–	–	0.11%	85
2025 Q3	$259K	Hold	335	–	–	0.09%	91
2025 Q2	$246K	Hold	335	–	–	0.1%	95
2025 Q1	$226K	Sell	335 -151	-31%	-$93.4K	0.1%	89
2024 Q4	$277K	Hold	486	–	–	0.12%	87
2024 Q3	$240K	Hold	486	–	–	0.1%	87
2024 Q2	$285K	Hold	486	–	–	0.13%	78
2024 Q1	$261K	Hold	486	–	–	0.12%	81
2023 Q4	$225K	Buy	486 +1	+0.2%	+$455	0.11%	87
2023 Q3	$211K	Hold	485	–	–	0.12%	90
2023 Q2	$207K	Buy	+485	New	+$186K	0.11%	94
2015 Q3	–	Sell	-960	Closed	-$216K	–	90
2015 Q2	$216K	Hold	960	–	–	0.19%	84
2015 Q1	$217K	Buy	+960	New	+$213K	0.17%	82

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

Palisades Hudson Asset Management's MCK Position: Q1 2026 in Review

Palisades Hudson Asset Management held its McKesson (MCK) position steady in Q1 2026 at 335 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #80.

Palisades Hudson Asset Management first reported a position in MCK in Q1 2015 and has held it in 14 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Palisades Hudson Asset Management held 335 shares of McKesson worth $290K as of Q1 2026.
Palisades Hudson Asset Management left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.11% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #80 holding.
Palisades Hudson Asset Management first reported a position in McKesson in Q1 2015 and has held it in 14 quarters since.
2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.