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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
Q2 		$1.21M Buy
1,599
+51
+3% +$40.4K 0.35% 77
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pines Wealth Management's MCK Position: Q2 2026 in Review

Pines Wealth Management increased its McKesson (MCK) stake by 3.3% in Q2 2026, buying an estimated $40.4K and bringing the position to 1,599 shares worth $1.21M. The position accounts for 0.35% of the portfolio, ranked #77.

Pines Wealth Management first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q4 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Pines Wealth Management held 1,599 shares of McKesson worth $1.21M as of Q2 2026.
  • Pines Wealth Management bought 51 McKesson shares in Q2 2026, an estimated $40.4K.
  • McKesson made up 0.35% of Pines Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Pines Wealth Management first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's McKesson position peaked at $1.51M in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.