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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Simplicity Wealth's MCK Position: Q1 2026 in Review

Simplicity Wealth increased its McKesson (MCK) stake by 20% in Q1 2026, buying an estimated $84.8K and bringing the position to 563 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #459.

Simplicity Wealth first reported a position in MCK in Q1 2024 and has held it in 6 quarters since. The position peaked at $13.4M in Q2 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Simplicity Wealth held 563 shares of McKesson worth $487K as of Q1 2026.
  • Simplicity Wealth bought 95 McKesson shares in Q1 2026, an estimated $84.8K.
  • McKesson made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #459 holding.
  • Simplicity Wealth first reported a position in McKesson in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's McKesson position peaked at $13.4M in Q2 2024.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.