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SFMG Wealth Advisors’s McKesson MCK Stock Holding History

SFMG 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 		$2.27M Hold
2,625
– – 0.15% 66
2025
Q4 		$2.15M Hold
2,625
– – 0.14% 70
2025
Q3 		$2.03M Sell
2,625
-32
-1% -$22.5K 0.14% 72
2025
Q2 		$1.95M Sell
2,657
-1
-0% -$706 0.15% 72
2025
Q1 		$1.79M Buy
2,658
+1
+0% +$618 0.14% 73
2024
Q4 		$1.51M Buy
2,657
+496
+23% +$278K 0.12% 83
2024
Q3 		$1.07M Sell
2,161
-1
-0% -$557 0.09% 90
2024
Q2 		$1.26M Buy
2,162
+1
+0% +$557 0.11% 83
2024
Q1 		$1.16M Buy
+2,161
New +$1.1M 0.1% 89

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFMG Wealth Advisors held its McKesson (MCK) position steady in Q1 2026 at 2,625 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #66.

SFMG Wealth Advisors first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • SFMG Wealth Advisors held 2,625 shares of McKesson worth $2.27M as of Q1 2026.
  • SFMG Wealth Advisors left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.15% of SFMG Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • SFMG Wealth Advisors first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.