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Trajan Wealth’s McKesson MCK Stock Holding History

Trajan Wealth’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 		$8.76M Sell
11,589
-176
-1% -$140K 0.33% 68
2026
Q1 		$10.2M Sell
11,765
-470
-4% -$419K 0.41% 59
2025
Q4 		$10M Sell
12,235
-483
-4% -$394K 0.42% 57
2025
Q3 		$9.83M Sell
12,718
-938
-7% -$661K 0.42% 55
2025
Q2 		$10M Sell
13,656
-680
-5% -$480K 0.49% 50
2025
Q1 		$9.65M Buy
14,336
+704
+5% +$435K 0.53% 50
2024
Q4 		$7.77M Buy
13,632
+1,384
+11% +$775K 0.43% 56
2024
Q3 		$6.06M Buy
12,248
+1,999
+20% +$1.11M 0.36% 60
2024
Q2 		$5.99M Sell
10,249
-2,320
-18% -$1.29M 0.38% 56
2024
Q1 		$6.75M Buy
+12,569
New +$6.38M 0.46% 53

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
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

Trajan Wealth's MCK Position: Q2 2026 in Review

Trajan Wealth reduced its McKesson (MCK) stake by 1.5% in Q2 2026, selling an estimated $140K and leaving 11,589 shares worth $8.76M. The position accounts for 0.33% of the portfolio, ranked #68.

Trajan Wealth first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.2M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Trajan Wealth held 11,589 shares of McKesson worth $8.76M as of Q2 2026.
  • Trajan Wealth sold 176 McKesson shares in Q2 2026, an estimated $140K.
  • McKesson made up 0.33% of Trajan Wealth's portfolio in Q2 2026, its #68 holding.
  • Trajan Wealth first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's McKesson position peaked at $10.2M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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