Sweeney & Michel’s McKesson MCK Stock Holding History

Sweeney & Michel’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	$727K	Hold	841	–	–	0.21%	70
2025 Q4	$801K	Buy	841 +1	+0.1%	+$816	0.24%	67
2025 Q3	$642K	Buy	840 +1	+0.1%	+$704	0.22%	71
2025 Q2	$596K	Hold	839	–	–	0.21%	72
2025 Q1	$548K	Buy	+839	New	+$519K	0.24%	68
2024 Q3	$459K	Buy	902 +1	+0.1%	+$557	0.18%	82
2024 Q2	$529K	Buy	901 +1	+0.1%	+$557	0.23%	64
2024 Q1	$497K	Buy	+900	New	+$457K	0.22%	67
2023 Q3	$414K	Sell	898 -123	-12%	-$51.8K	0.22%	71
2023 Q2	$437K	Sell	1,021 -59	-5%	-$22.7K	0.22%	73
2023 Q1	$420K	Buy	+1,080	New	+$390K	0.22%	74

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Sweeney & Michel's MCK Position: Q1 2026 in Review

Sweeney & Michel held its McKesson (MCK) position steady in Q1 2026 at 841 shares worth $727K. The position accounts for 0.21% of the portfolio, ranked #70.

Sweeney & Michel first reported a position in MCK in Q1 2023 and has held it in 11 quarters since. The position peaked at $801K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Sweeney & Michel held 841 shares of McKesson worth $727K as of Q1 2026.
Sweeney & Michel left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.21% of Sweeney & Michel's portfolio in Q1 2026, its #70 holding.
Sweeney & Michel first reported a position in McKesson in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's McKesson position peaked at $801K in Q4 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.