Savvy Advisors Inc’s McKesson MCK Stock Holding History

Savvy Advisors Inc’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	$961K	Buy	1,110 +141	+15%	+$126K	0.03%	444
2025 Q4	$795K	Buy	969 +398	+70%	+$325K	0.03%	422
2025 Q3	$441K	Buy	571 +156	+38%	+$110K	0.02%	467
2025 Q2	$304K	Buy	415 +75	+22%	+$52.9K	0.02%	488
2025 Q1	$229K	Sell	340 -83	-20%	-$51.3K	0.02%	455
2024 Q4	$241K	Sell	423 -225	-35%	-$126K	0.03%	388
2024 Q3	$321K	Buy	+648	New	+$361K	0.07%	249

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

Savvy Advisors Inc's MCK Position: Q1 2026 in Review

Savvy Advisors Inc increased its McKesson (MCK) stake by 15% in Q1 2026, buying an estimated $126K and bringing the position to 1,110 shares worth $961K. The position accounts for 0.03% of the portfolio, ranked #444.

Savvy Advisors Inc first reported a position in MCK in Q3 2024 and has held it in 7 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Savvy Advisors Inc held 1,110 shares of McKesson worth $961K as of Q1 2026.
Savvy Advisors Inc bought 141 McKesson shares in Q1 2026, an estimated $126K.
McKesson made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #444 holding.
Savvy Advisors Inc first reported a position in McKesson in Q3 2024 and has held it in 7 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.