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Retirement Guys Formula’s McKesson MCK Stock Holding History

Retirement Guys Formula’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 		$1.02M Buy
1,347
+226
+20% +$179K 0.38% 91
2026
Q1 		$970K Buy
+1,121
New +$1M 0.45% 88

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

Retirement Guys Formula's MCK Position: Q2 2026 in Review

Retirement Guys Formula increased its McKesson (MCK) stake by 20% in Q2 2026, buying an estimated $179K and bringing the position to 1,347 shares worth $1.02M. The position accounts for 0.38% of the portfolio, ranked #91.

Retirement Guys Formula first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Retirement Guys Formula held 1,347 shares of McKesson worth $1.02M as of Q2 2026.
  • Retirement Guys Formula bought 226 McKesson shares in Q2 2026, an estimated $179K.
  • McKesson made up 0.38% of Retirement Guys Formula's portfolio in Q2 2026, its #91 holding.
  • Retirement Guys Formula first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.