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Simplicity Wealth’s McKesson MCK Stock Holding History

Simplicity Wealth’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 		$509K Buy
1,800
+1,237
+220% +$981K 0.02% 628
2026
Q1 		$487K Buy
563
+95
+20% +$84.8K 0.03% 459
2025
Q4 		$384K Buy
468
+98
+26% +$80K 0.02% 491
2025
Q3 		$286K Sell
370
-256
-41% -$180K 0.02% 583
2025
Q2 		$459K Buy
+626
New +$442K 0.02% 475
2024
Q3 		– Sell
-22,972
Closed -$13.4M – 913
2024
Q2 		$13.4M Sell
22,972
-97
-0.4% -$54K 0.3% 63
2024
Q1 		$12.4M Buy
+23,069
New +$11.7M 0.3% 67

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Simplicity Wealth's MCK Position: Q2 2026 in Review

Simplicity Wealth increased its McKesson (MCK) stake by 220% in Q2 2026, buying an estimated $981K and bringing the position to 1,800 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #628.

Simplicity Wealth first reported a position in MCK in Q1 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q2 2024. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Simplicity Wealth held 1,800 shares of McKesson worth $509K as of Q2 2026.
  • Simplicity Wealth bought 1,237 McKesson shares in Q2 2026, an estimated $981K.
  • McKesson made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #628 holding.
  • Simplicity Wealth first reported a position in McKesson in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's McKesson position peaked at $13.4M in Q2 2024.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.