Philip James Wealth Mangement’s McKesson MCK Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-300	Closed	-$260K	–	160
2026 Q1	$260K	Sell	300 -12	-4%	-$10.7K	0.03%	146
2025 Q4	$256K	Sell	312 -20	-6%	-$16.3K	0.03%	159
2025 Q3	$256K	Sell	332 -12	-3%	-$8.45K	0.03%	162
2025 Q2	$252K	Sell	344 -161	-32%	-$114K	0.03%	147
2025 Q1	$340K	Sell	505 -123	-20%	-$76K	0.04%	129
2024 Q4	$358K	Sell	628 -25	-4%	-$14K	0.05%	126
2024 Q3	$323K	Buy	+653	New	+$364K	0.04%	120

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Philip James Wealth Mangement's MCK Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of McKesson (MCK) in Q2 2026, closing a stake of 300 shares — an estimated $260K sold.

Philip James Wealth Mangement first reported a position in MCK in Q3 2024 and held it in 7 quarters. The position peaked at $358K in Q4 2024. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Philip James Wealth Mangement reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 300 McKesson shares in Q2 2026, an estimated $260K.
Philip James Wealth Mangement first reported a position in McKesson in Q3 2024 and held it in 7 quarters.
Philip James Wealth Mangement's McKesson position peaked at $358K in Q4 2024.
1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.