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Spire Wealth Management’s McKesson MCK Stock Holding History

Spire Wealth 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
Q2 		$10.6M Buy
14,027
+399
+3% +$316K 0.32% 72
2026
Q1 		$11.8M Sell
13,628
-172
-1% -$154K 0.4% 55
2025
Q4 		$11.3M Sell
13,800
-316
-2% -$258K 0.38% 58
2025
Q3 		$10.9M Buy
14,116
+2,321
+20% +$1.63M 0.37% 58
2025
Q2 		$8.44M Sell
11,795
-7,047
-37% -$4.97M 0.3% 67
2025
Q1 		$12.7M Sell
18,842
-384
-2% -$237K 0.41% 49
2024
Q4 		$11M Buy
19,226
+1,981
+11% +$1.11M 0.34% 66
2024
Q3 		$8.53M Buy
17,245
+1,183
+7% +$659K 0.29% 77
2024
Q2 		$9.37M Sell
16,062
-34
-0.2% -$18.9K 0.33% 60
2024
Q1 		$22M Buy
16,096
+25
+0.2% +$12.7K 0.4% 50
2023
Q4 		$7.79M Buy
16,071
+3,798
+31% +$1.73M 0.26% 82
2023
Q3 		$5.34M Sell
12,273
-276
-2% -$116K 0.2% 95
2023
Q2 		$5.36M Buy
12,549
+10,901
+661% +$4.19M 0.2% 101
2023
Q1 		$587K Buy
1,648
+738
+81% +$267K 0.02% 454
2022
Q4 		$341K Buy
910
+54
+6% +$20.1K 0.02% 432
2022
Q3 		$291K Sell
856
-668
-44% -$232K 0.02% 450
2022
Q2 		$497K Sell
1,524
-318
-17% -$102K 0.02% 473
2022
Q1 		$564K Sell
1,842
-1,659
-47% -$451K 0.02% 533
2021
Q4 		$870K Sell
3,501
-173
-5% -$38K 0.02% 511
2021
Q3 		$733K Sell
3,674
-60,638
-94% -$12.1M 0.02% 481
2021
Q2 		$12.3M Sell
64,312
-470
-0.7% -$90.8K 0.33% 79
2021
Q1 		$12.6M Buy
+64,782
New +$11.8M 0.33% 84

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

Spire Wealth Management's MCK Position: Q2 2026 in Review

Spire Wealth Management increased its McKesson (MCK) stake by 2.9% in Q2 2026, buying an estimated $316K and bringing the position to 14,027 shares worth $10.6M. The position accounts for 0.32% of the portfolio, ranked #72.

Spire Wealth Management first reported a position in MCK in Q1 2021 and has held it in 22 quarters since. The position peaked at $22M in Q1 2024. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Spire Wealth Management held 14,027 shares of McKesson worth $10.6M as of Q2 2026.
  • Spire Wealth Management bought 399 McKesson shares in Q2 2026, an estimated $316K.
  • McKesson made up 0.32% of Spire Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Spire Wealth Management first reported a position in McKesson in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's McKesson position peaked at $22M in Q1 2024.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.