SMART Wealth’s McKesson MCK Stock Holding History

SMART 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	$317K	Buy	366 +12	+3%	+$10.7K	0.09%	159
2025 Q4	$290K	Sell	354 -8	-2%	-$6.53K	0.09%	148
2025 Q3	$280K	Sell	362 -385	-52%	-$271K	0.11%	119
2025 Q2	$547K	Buy	747 +396	+113%	+$279K	0.17%	101
2025 Q1	$236K	Buy	+351	New	+$217K	0.08%	142
2024 Q3	–	Sell	-465	Closed	-$272K	–	153
2024 Q2	$272K	Buy	465 +41	+10%	+$22.8K	0.11%	103
2024 Q1	$228K	Buy	+424	New	+$215K	0.1%	102

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

SMART Wealth's MCK Position: Q1 2026 in Review

SMART Wealth increased its McKesson (MCK) stake by 3.4% in Q1 2026, buying an estimated $10.7K and bringing the position to 366 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #159.

SMART Wealth first reported a position in MCK in Q1 2024 and has held it in 7 quarters since. The position peaked at $547K in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

SMART Wealth held 366 shares of McKesson worth $317K as of Q1 2026.
SMART Wealth bought 12 McKesson shares in Q1 2026, an estimated $10.7K.
McKesson made up 0.09% of SMART Wealth's portfolio in Q1 2026, its #159 holding.
SMART Wealth first reported a position in McKesson in Q1 2024 and has held it in 7 quarters since.
SMART Wealth's McKesson position peaked at $547K in Q2 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.