Private Wealth Asset Management’s McKesson MCK Stock Holding History

Private Wealth Asset 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	$510K	Buy	675 +10	+2%	+$7.93K	0.05%	180
2026 Q1	$575K	Sell	665 -91	-12%	-$81.2K	0.06%	156
2025 Q4	$620K	Hold	756	–	–	0.07%	153
2025 Q3	$584K	Hold	756	–	–	0.07%	151
2025 Q2	$554K	Sell	756 -4	-0.5%	-$2.82K	0.07%	151
2025 Q1	$511K	Buy	+760	New	+$470K	0.07%	146

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

Private Wealth Asset Management's MCK Position: Q2 2026 in Review

Private Wealth Asset Management increased its McKesson (MCK) stake by 1.5% in Q2 2026, buying an estimated $7.93K and bringing the position to 675 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #180.

Private Wealth Asset Management first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $620K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Private Wealth Asset Management held 675 shares of McKesson worth $510K as of Q2 2026.
Private Wealth Asset Management bought 10 McKesson shares in Q2 2026, an estimated $7.93K.
McKesson made up 0.05% of Private Wealth Asset Management's portfolio in Q2 2026, its #180 holding.
Private Wealth Asset Management first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's McKesson position peaked at $620K in Q4 2025.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.