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Topsail Wealth Management’s McKesson MCK Stock Holding History

Topsail 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 		– Sell
-263
Closed -$228K – 303
2026
Q1 		$228K Buy
263
+2
+0.8% +$1.78K 0.03% 152
2025
Q4 		$214K Buy
261
+2
+0.8% +$1.63K 0.03% 151
2025
Q3 		$200K Buy
+259
New +$182K 0.03% 154

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 $3.38T AUM 44.17% 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

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

Topsail Wealth Management sold out of McKesson (MCK) in Q2 2026, closing a stake of 263 shares — an estimated $228K sold.

Topsail Wealth Management first reported a position in MCK in Q3 2025 and held it in 3 quarters. The position peaked at $228K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Topsail Wealth Management reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Topsail Wealth Management sold 263 McKesson shares in Q2 2026, an estimated $228K.
  • Topsail Wealth Management first reported a position in McKesson in Q3 2025 and held it in 3 quarters.
  • Topsail Wealth Management's McKesson position peaked at $228K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.