Shepherd Wealth Management’s McKesson MCK Stock Holding History

Shepherd 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	$284K	Buy	+352	New	+$314K	0.21%	38

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

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

Shepherd Wealth Management opened a new position in McKesson (MCK) in Q1 2026: 352 shares worth $284K. The stake represents 0.21% of the portfolio and ranks #38 among its holdings.

2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Shepherd Wealth Management held 352 shares of McKesson worth $284K as of Q1 2026.
McKesson was a new Shepherd Wealth Management position in Q1 2026.
McKesson made up 0.21% of Shepherd Wealth Management's portfolio in Q1 2026, its #38 holding.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.