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Smartleaf Asset Management’s McKesson MCK Stock Holding History

Smartleaf Asset 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 		$1.86M Buy
2,161
+118
+6% +$105K 0.07% 257
2025
Q4 		$1.69M Buy
2,043
+212
+12% +$173K 0.06% 265
2025
Q3 		$1.4M Buy
1,831
+594
+48% +$418K 0.09% 253
2025
Q2 		$898K Sell
1,237
-212
-15% -$150K 0.08% 277
2025
Q1 		$968K Buy
1,449
+60
+4% +$37.1K 0.09% 238
2024
Q4 		$793K Buy
1,389
+160
+13% +$89.6K 0.08% 260
2024
Q3 		$600K Buy
1,229
+103
+9% +$57.4K 0.07% 274
2024
Q2 		$668K Buy
1,126
+620
+123% +$345K 0.11% 211
2024
Q1 		$273K Buy
506
+337
+199% +$171K 0.05% 301
2023
Q4 		$77.3K Buy
+169
New +$76.8K 0.02% 466

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

Smartleaf Asset Management's MCK Position: Q1 2026 in Review

Smartleaf Asset Management increased its McKesson (MCK) stake by 5.8% in Q1 2026, buying an estimated $105K and bringing the position to 2,161 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #257.

Smartleaf Asset Management first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Smartleaf Asset Management held 2,161 shares of McKesson worth $1.86M as of Q1 2026.
  • Smartleaf Asset Management bought 118 McKesson shares in Q1 2026, an estimated $105K.
  • McKesson made up 0.07% of Smartleaf Asset Management's portfolio in Q1 2026, its #257 holding.
  • Smartleaf Asset Management first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.