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Sard Wealth Management Group’s McKesson MCK Stock Holding History

Sard 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 		$1.2M Buy
1,582
+1
+0.1% +$793 0.57% 20
2026
Q1 		$1.37M Sell
1,581
-202
-11% -$180K 0.74% 18
2025
Q4 		$1.46M Buy
1,783
+2
+0.1% +$1.63K 0.8% 17
2025
Q3 		$1.38M Buy
1,781
+2
+0.1% +$1.41K 0.78% 17
2025
Q2 		$1.3M Sell
1,779
-112
-6% -$79K 0.8% 17
2025
Q1 		$1.27M Sell
1,891
-15
-0.8% -$9.27K 0.85% 16
2024
Q4 		$1.09M Buy
1,906
+4
+0.2% +$2.24K 0.73% 17
2024
Q3 		$940K Sell
1,902
-131
-6% -$72.9K 0.62% 17
2024
Q2 		$1.19M Buy
2,033
+173
+9% +$96.3K 0.83% 17
2024
Q1 		$999K Sell
1,860
-195
-9% -$99K 0.9% 17
2023
Q4 		$952K Buy
+2,055
New +$934K 0.96% 16

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 $3.37T AUM 44.26% 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

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

Sard Wealth Management Group increased its McKesson (MCK) stake by 0.06% in Q2 2026, buying an estimated $793 and bringing the position to 1,582 shares worth $1.2M. The position accounts for 0.57% of the portfolio, ranked #20.

Sard Wealth Management Group first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q4 2025. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sard Wealth Management Group held 1,582 shares of McKesson worth $1.2M as of Q2 2026.
  • Sard Wealth Management Group bought 1 McKesson share in Q2 2026, an estimated $793.
  • McKesson made up 0.57% of Sard Wealth Management Group's portfolio in Q2 2026, its #20 holding.
  • Sard Wealth Management Group first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Sard Wealth Management Group's McKesson position peaked at $1.46M in Q4 2025.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.