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SHP Wealth Management’s McKesson MCK Stock Holding History

SHP 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 		$914K Sell
1,056
-338
-24% -$302K 0.07% 93
2025
Q4 		$1.14M Buy
+1,394
New +$1.14M 0.09% 68

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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

SHP Wealth Management reduced its McKesson (MCK) stake by 24% in Q1 2026, selling an estimated $302K and leaving 1,056 shares worth $914K. The position accounts for 0.07% of the portfolio, ranked #93.

SHP Wealth Management first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.14M in Q4 2025. 2,036 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • SHP Wealth Management held 1,056 shares of McKesson worth $914K as of Q1 2026.
  • SHP Wealth Management sold 338 McKesson shares in Q1 2026, an estimated $302K.
  • McKesson made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #93 holding.
  • SHP Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's McKesson position peaked at $1.14M in Q4 2025.
  • 2,036 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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