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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
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 $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

Reston Wealth Management's MCK Position: Q1 2026 in Review

Reston Wealth Management increased its McKesson (MCK) stake by 0.35% in Q1 2026, buying an estimated $893 and bringing the position to 287 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #56.

Reston Wealth Management first reported a position in MCK in Q3 2024 and has held it in 5 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Reston Wealth Management held 287 shares of McKesson worth $248K as of Q1 2026.
  • Reston Wealth Management bought 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.08% of Reston Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Reston Wealth Management first reported a position in McKesson in Q3 2024 and has held it in 5 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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