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Stockman Wealth Management’s McKesson MCK Stock Holding History

Stockman 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
Q1 		$622K Hold
719
– – 0.07% 96
2025
Q4 		$590K Hold
719
– – 0.07% 97
2025
Q3 		$555K Hold
719
– – 0.07% 99
2025
Q2 		$527K Sell
719
-540
-43% -$381K 0.07% 102
2025
Q1 		$847K Hold
1,259
– – 0.13% 74
2024
Q4 		$718K Sell
1,259
-1,670
-57% -$935K 0.11% 84
2024
Q3 		$1.45M Sell
2,929
-2,897
-50% -$1.61M 0.23% 61
2024
Q2 		$3.4M Buy
+5,826
New +$3.24M 0.6% 41

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 $315B AUM 27.84% 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

Stockman Wealth Management's MCK Position: Q1 2026 in Review

Stockman Wealth Management held its McKesson (MCK) position steady in Q1 2026 at 719 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #96.

Stockman Wealth Management first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.4M in Q2 2024. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Stockman Wealth Management held 719 shares of McKesson worth $622K as of Q1 2026.
  • Stockman Wealth Management left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.07% of Stockman Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Stockman Wealth Management first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
  • Stockman Wealth Management's McKesson position peaked at $3.4M in Q2 2024.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.