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Private Wealth Management Group’s McKesson MCK Stock Holding History

Private Wealth Management 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 		$99.5K Sell
115
-1
-0.9% -$893 0.03% 132
2025
Q4 		$95.2K Sell
116
-1
-0.9% -$816 0.03% 130
2025
Q3 		$90.4K Buy
117
+3
+3% +$2.11K 0.02% 133
2025
Q2 		$83.5K Sell
114
-4
-3% -$2.82K 0.03% 130
2025
Q1 		$79.4K Buy
118
+2
+2% +$1.24K 0.03% 129
2024
Q4 		$66.1K Hold
116
– – 0.03% 147
2024
Q3 		$57.4K Hold
116
– – 0.02% 147
2024
Q2 		$67.7K Sell
116
-14
-11% -$7.79K 0.03% 134
2024
Q1 		$69.8K Hold
130
– – 0.03% 128
2023
Q4 		$60.2K Buy
+130
New +$59.1K 0.03% 138

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

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

Private Wealth Management Group reduced its McKesson (MCK) stake by 0.86% in Q1 2026, selling an estimated $893 and leaving 115 shares worth $99.5K. The position accounts for 0.03% of the portfolio, ranked #132.

Private Wealth Management Group first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Private Wealth Management Group held 115 shares of McKesson worth $99.5K as of Q1 2026.
  • Private Wealth Management Group sold 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #132 holding.
  • Private Wealth Management Group first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.