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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Sard Wealth Management Group's MCK Position: Q1 2026 in Review

Sard Wealth Management Group reduced its McKesson (MCK) stake by 11% in Q1 2026, selling an estimated $180K and leaving 1,581 shares worth $1.37M. The position accounts for 0.74% of the portfolio, ranked #18.

Sard Wealth Management Group first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Sard Wealth Management Group held 1,581 shares of McKesson worth $1.37M as of Q1 2026.
Sard Wealth Management Group sold 202 McKesson shares in Q1 2026, an estimated $180K.
McKesson made up 0.74% of Sard Wealth Management Group's portfolio in Q1 2026, its #18 holding.
Sard Wealth Management Group first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management Group's McKesson position peaked at $1.46M in Q4 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.