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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
Q2 		$230K Sell
304
-62
-17% -$49.2K 0.05% 208
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
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

SMART Wealth's MCK Position: Q2 2026 in Review

SMART Wealth reduced its McKesson (MCK) stake by 17% in Q2 2026, selling an estimated $49.2K and leaving 304 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #208.

SMART Wealth first reported a position in MCK in Q1 2024 and has held it in 8 quarters since. The position peaked at $547K in Q2 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • SMART Wealth held 304 shares of McKesson worth $230K as of Q2 2026.
  • SMART Wealth sold 62 McKesson shares in Q2 2026, an estimated $49.2K.
  • McKesson made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #208 holding.
  • SMART Wealth first reported a position in McKesson in Q1 2024 and has held it in 8 quarters since.
  • SMART Wealth's McKesson position peaked at $547K in Q2 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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