Sheets Smith Wealth Management’s McKesson MCK Stock Holding History

Sheets Smith 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 Q2	$262K	Buy	+347	New	+$275K	0.03%	364
2015 Q3	–	Sell	-5,493	Closed	-$1.24M	–	226
2015 Q2	$1.24M	Sell	5,493 -30	-0.5%	-$6.94K	0.34%	89
2015 Q1	$1.25M	Sell	5,523 -47	-0.8%	-$10.4K	0.34%	84
2014 Q4	$1.16M	Buy	5,570 +609	+12%	+$124K	0.3%	97
2014 Q3	$966K	Buy	+4,961	New	+$955K	0.26%	118

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sheets Smith Wealth Management's MCK Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in McKesson (MCK) in Q2 2026: 347 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #364 among its holdings. This is a return to the name: Sheets Smith Wealth Management previously reported a position in MCK as recently as Q2 2015.

Sheets Smith Wealth Management first reported a position in MCK in Q3 2014 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2015. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Sheets Smith Wealth Management held 347 shares of McKesson worth $262K as of Q2 2026.
McKesson was a new Sheets Smith Wealth Management position in Q2 2026.
McKesson made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #364 holding.
Sheets Smith Wealth Management first reported a position in McKesson in Q3 2014 and has held it in 5 quarters since.
Sheets Smith Wealth Management's McKesson position peaked at $1.25M in Q1 2015.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.