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Strategic Family Wealth Counselors’s McKesson MCK Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-1,058
Closed -$870K – 199
2025
Q4 		$870K Buy
+1,058
New +$863K 0.2% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Family Wealth Counselors's MCK Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of McKesson (MCK) in Q1 2026, closing a stake of 1,058 shares — an estimated $870K sold.

Strategic Family Wealth Counselors first reported a position in MCK in Q4 2025 and held it in 1 quarter. The position peaked at $870K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,058 McKesson shares in Q1 2026, an estimated $870K.
  • Strategic Family Wealth Counselors first reported a position in McKesson in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's McKesson position peaked at $870K in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.