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Pinnacle Wealth Planning Services’s McKesson MCK Stock Holding History

Pinnacle Wealth Planning Services’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 		$484K Sell
559
-22
-4% -$19.6K 0.05% 217
2025
Q4 		$477K Sell
581
-78
-12% -$63.7K 0.05% 219
2025
Q3 		$509K Buy
659
+52
+9% +$36.6K 0.06% 210
2025
Q2 		$445K Buy
607
+4
+0.7% +$2.82K 0.06% 217
2025
Q1 		$406K Buy
603
+12
+2% +$7.42K 0.06% 197
2024
Q4 		$337K Sell
591
-227
-28% -$127K 0.05% 229
2024
Q3 		$404K Sell
818
-3
-0.4% -$1.67K 0.05% 229
2024
Q2 		$479K Sell
821
-5
-0.6% -$2.78K 0.07% 189
2024
Q1 		$443K Sell
826
-4
-0.5% -$2.03K 0.07% 210
2023
Q4 		$384K Sell
830
-1
-0.1% -$455 0.06% 218
2023
Q3 		$361K Buy
831
+1
+0.1% +$421 0.06% 213
2023
Q2 		$355K Buy
830
+1
+0.1% +$384 0.06% 230
2023
Q1 		$295K Sell
829
-14
-2% -$5.06K 0.05% 273
2022
Q4 		$316K Buy
843
+14
+2% +$5.22K 0.06% 252
2022
Q3 		$282K Hold
829
– – 0.05% 253
2022
Q2 		$270K Buy
829
+81
+11% +$25.9K 0.05% 267
2022
Q1 		$229K Buy
+748
New +$203K 0.04% 339
2021
Q1 		– Sell
-474
Closed -$82K – 1282
2020
Q4 		$82K Buy
+474
New +$78.9K 0.02% 562

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 Planning Services's MCK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its McKesson (MCK) stake by 3.8% in Q1 2026, selling an estimated $19.6K and leaving 559 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #217.

Pinnacle Wealth Planning Services first reported a position in MCK in Q4 2020 and has held it in 18 quarters since. The position peaked at $509K in Q3 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 559 shares of McKesson worth $484K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 22 McKesson shares in Q1 2026, an estimated $19.6K.
  • McKesson made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #217 holding.
  • Pinnacle Wealth Planning Services first reported a position in McKesson in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's McKesson position peaked at $509K in Q3 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.