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 Q2	$311K	Hold	352	–	–	0.17%	38
2026 Q1	$284K	Buy	+352	New	+$314K	0.21%	38

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

Shepherd Wealth Management's MCK Position: Q2 2026 in Review

Shepherd Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 352 shares worth $311K. The position accounts for 0.17% of the portfolio, ranked #38.

Shepherd Wealth Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Shepherd Wealth Management held 352 shares of McKesson worth $311K as of Q2 2026.
Shepherd Wealth Management left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.17% of Shepherd Wealth Management's portfolio in Q2 2026, its #38 holding.
Shepherd Wealth Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.