Sax Wealth Advisors’s McKesson MCK Stock Holding History

Sax Wealth Advisors’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	–	Sell	-398	Closed	-$326K	–	487
2025 Q4	$326K	Buy	+398	New	+$325K	0.02%	375

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sax Wealth Advisors's MCK Position: Q1 2026 in Review

Sax Wealth Advisors sold out of McKesson (MCK) in Q1 2026, closing a stake of 398 shares — an estimated $326K sold.

Sax Wealth Advisors first reported a position in MCK in Q4 2025 and held it in 1 quarter. The position peaked at $326K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Sax Wealth Advisors reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Sax Wealth Advisors sold 398 McKesson shares in Q1 2026, an estimated $326K.
Sax Wealth Advisors first reported a position in McKesson in Q4 2025 and held it in 1 quarter.
Sax Wealth Advisors's McKesson position peaked at $326K in Q4 2025.
2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sax Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.