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Reston Wealth Management’s McKesson MCK Stock Holding History

Reston Wealth 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 		$216K Sell
286
-1
-0.3% -$793 0.06% 61
2026
Q1 		$248K Buy
287
+1
+0.3% +$893 0.08% 56
2025
Q4 		$235K Buy
286
+6
+2% +$4.9K 0.07% 58
2025
Q3 		$216K Sell
280
-20
-7% -$14.1K 0.07% 52
2025
Q2 		$220K Buy
+300
New +$212K 0.08% 50
2024
Q4 		– Sell
-301
Closed -$149K – 271
2024
Q3 		$149K Buy
+301
New +$168K 0.05% 63

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

Reston Wealth Management's MCK Position: Q2 2026 in Review

Reston Wealth Management reduced its McKesson (MCK) stake by 0.35% in Q2 2026, selling an estimated $793 and leaving 286 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #61.

Reston Wealth Management first reported a position in MCK in Q3 2024 and has held it in 6 quarters since. The position peaked at $248K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Reston Wealth Management held 286 shares of McKesson worth $216K as of Q2 2026.
  • Reston Wealth Management sold 1 McKesson share in Q2 2026, an estimated $793.
  • McKesson made up 0.06% of Reston Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Reston Wealth Management first reported a position in McKesson in Q3 2024 and has held it in 6 quarters since.
  • Reston Wealth Management's McKesson position peaked at $248K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.