Seed Wealth Management’s McKesson MCK Stock Holding History

Seed Wealth Management’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	$418K	Sell	483 -2	-0.4%	-$1.78K	0.29%	56
2025 Q4	$398K	Sell	485 -118	-20%	-$96.3K	0.27%	59
2025 Q3	$466K	Sell	603 -871	-59%	-$613K	0.32%	57
2025 Q2	$1.08M	Hold	1,474	–	–	0.8%	34
2025 Q1	$992K	Hold	1,474	–	–	0.81%	29
2024 Q4	$840K	Hold	1,474	–	–	0.68%	43
2024 Q3	$729K	Hold	1,474	–	–	0.58%	44
2024 Q2	$861K	Hold	1,474	–	–	0.75%	35
2024 Q1	$791K	Sell	1,474 -50	-3%	-$25.4K	0.76%	34
2023 Q4	$721K	Hold	1,524	–	–	0.73%	34
2023 Q3	$663K	Buy	1,524 +100	+7%	+$42.1K	0.74%	34
2023 Q2	$608K	Hold	1,424	–	–	0.65%	41
2023 Q1	$507K	Hold	1,424	–	–	0.57%	46
2022 Q4	$534K	Buy	+1,424	New	+$531K	0.61%	39

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

Seed Wealth Management's MCK Position: Q1 2026 in Review

Seed Wealth Management reduced its McKesson (MCK) stake by 0.41% in Q1 2026, selling an estimated $1.78K and leaving 483 shares worth $418K. The position accounts for 0.29% of the portfolio, ranked #56.

Seed Wealth Management first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Seed Wealth Management held 483 shares of McKesson worth $418K as of Q1 2026.
Seed Wealth Management sold 2 McKesson shares in Q1 2026, an estimated $1.78K.
McKesson made up 0.29% of Seed Wealth Management's portfolio in Q1 2026, its #56 holding.
Seed Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
Seed Wealth Management's McKesson position peaked at $1.08M in Q2 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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