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Pines Wealth Management’s McKesson MCK Stock Holding History

Pines Wealth 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 		$1.34M Sell
1,548
-292
-16% -$261K 0.43% 60
2025
Q4 		$1.51M Sell
1,840
-41
-2% -$33.5K 0.49% 50
2025
Q3 		$1.45M Buy
1,881
+3
+0.2% +$2.11K 0.49% 48
2025
Q2 		$1.35M Hold
1,878
– – 0.48% 46
2025
Q1 		$1.23M Buy
1,878
+35
+2% +$21.6K 0.57% 42
2024
Q4 		$1.07M Buy
+1,843
New +$1.03M 0.47% 52

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

Pines Wealth Management's MCK Position: Q1 2026 in Review

Pines Wealth Management reduced its McKesson (MCK) stake by 16% in Q1 2026, selling an estimated $261K and leaving 1,548 shares worth $1.34M. The position accounts for 0.43% of the portfolio, ranked #60.

Pines Wealth Management first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Pines Wealth Management held 1,548 shares of McKesson worth $1.34M as of Q1 2026.
  • Pines Wealth Management sold 292 McKesson shares in Q1 2026, an estimated $261K.
  • McKesson made up 0.43% of Pines Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Pines Wealth Management first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's McKesson position peaked at $1.51M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.