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Pinnacle Wealth Management Advisory Group’s McKesson MCK Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1.02M Buy
1,182
+26
+2% +$23.2K 0.07% 173
2025
Q4 		$948K Buy
1,156
+297
+35% +$242K 0.07% 174
2025
Q3 		$664K Sell
859
-7
-0.8% -$4.93K 0.05% 190
2025
Q2 		$635K Buy
866
+1
+0.1% +$706 0.05% 187
2025
Q1 		$582K Buy
865
+35
+4% +$21.6K 0.05% 188
2024
Q4 		$473K Sell
830
-31
-4% -$17.4K 0.04% 206
2024
Q3 		$426K Sell
861
-41
-5% -$22.8K 0.04% 220
2024
Q2 		$527K Buy
902
+31
+4% +$17.3K 0.05% 191
2024
Q1 		$468K Sell
871
-290
-25% -$147K 0.05% 200
2023
Q4 		$538K Sell
1,161
-58
-5% -$26.4K 0.06% 172
2023
Q3 		$530K Sell
1,219
-97
-7% -$40.9K 0.07% 167
2023
Q2 		$562K Buy
1,316
+4
+0.3% +$1.54K 0.07% 169
2023
Q1 		$467K Buy
1,312
+240
+22% +$86.7K 0.06% 181
2022
Q4 		$402K Buy
1,072
+2
+0.2% +$746 0.06% 192
2022
Q3 		$364K Sell
1,070
-44
-4% -$15.3K 0.06% 192
2022
Q2 		$363K Buy
1,114
+59
+6% +$18.9K 0.06% 199
2022
Q1 		$323K Hold
1,055
– – 0.05% 217
2021
Q4 		$262K Sell
1,055
-25
-2% -$5.49K 0.04% 228
2021
Q3 		$215K Hold
1,080
– – 0.05% 209
2021
Q2 		$207K Hold
1,080
– – 0.05% 215
2021
Q1 		$211K Buy
+1,080
New +$197K 0.06% 182
2020
Q1 		– Sell
-1,495
Closed -$207K – 184
2019
Q4 		$207K Buy
+1,495
New +$211K 0.08% 178
2019
Q3 		– Sell
-1,525
Closed -$205K – 181
2019
Q2 		$205K Buy
+1,525
New +$190K 0.09% 180

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

Pinnacle Wealth Management Advisory Group's MCK Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its McKesson (MCK) stake by 2.2% in Q1 2026, buying an estimated $23.2K and bringing the position to 1,182 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #173.

Pinnacle Wealth Management Advisory Group first reported a position in MCK in Q2 2019 and has held it in 23 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,182 shares of McKesson worth $1.02M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 26 McKesson shares in Q1 2026, an estimated $23.2K.
  • McKesson made up 0.07% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #173 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in McKesson in Q2 2019 and has held it in 23 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.