TFC Financial Management’s McKesson MCK Stock Holding History

TFC Financial 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	$72.7K	Hold	84	–	–	0.01%	232
2025 Q4	$68.9K	Hold	84	–	–	0.01%	247
2025 Q3	$64.9K	Hold	84	–	–	0.01%	246
2025 Q2	$61.6K	Hold	84	–	–	0.01%	243
2025 Q1	$56.5K	Hold	84	–	–	0.01%	247
2024 Q4	$47.9K	Hold	84	–	–	0.01%	249
2024 Q3	$41.5K	Hold	84	–	–	0.01%	269
2024 Q2	$49.1K	Hold	84	–	–	0.01%	239
2024 Q1	$45.1K	Buy	84 +1	+1%	+$508	0.01%	238
2023 Q4	$38.4K	Hold	83	–	–	0.01%	246
2023 Q3	$36.1K	Hold	83	–	–	0.01%	244
2023 Q2	$35.5K	Sell	83 -45	-35%	-$17.3K	0.01%	242
2023 Q1	$45.6K	Buy	128 +125	+4,167%	+$45.2K	0.01%	239
2022 Q4	$1.13K	Hold	3	–	–	﹤0.01%	448
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	486
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	483
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	495
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	542
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	530
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	532
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	522
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	509
2020 Q3	$0	Buy	+3	New	+$455	﹤0.01%	552

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

TFC Financial Management's MCK Position: Q1 2026 in Review

TFC Financial Management held its McKesson (MCK) position steady in Q1 2026 at 84 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #232.

TFC Financial Management first reported a position in MCK in Q3 2020 and has held it in 23 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

TFC Financial Management held 84 shares of McKesson worth $72.7K as of Q1 2026.
TFC Financial Management left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #232 holding.
TFC Financial Management first reported a position in McKesson in Q3 2020 and has held it in 23 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.