PWMG
MCK icon

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
Q2 		$86.9K Hold
115
– – 0.02% 183
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 $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 $3.38T AUM 44.17% 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

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

Private Wealth Management Group held its McKesson (MCK) position steady in Q2 2026 at 115 shares worth $86.9K. The position accounts for 0.02% of the portfolio, ranked #183.

Private Wealth Management Group first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.5K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Private Wealth Management Group held 115 shares of McKesson worth $86.9K as of Q2 2026.
  • Private Wealth Management Group left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #183 holding.
  • Private Wealth Management Group first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's McKesson position peaked at $99.5K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.