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TRB Wealth Management’s McKesson MCK Stock Holding History

TRB 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 		$286K Buy
378
+6
+2% +$4.76K 0.04% 223
2026
Q1 		$322K Buy
+372
New +$332K 0.05% 199

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

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

TRB Wealth Management increased its McKesson (MCK) stake by 1.6% in Q2 2026, buying an estimated $4.76K and bringing the position to 378 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #223.

TRB Wealth Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $322K in Q1 2026. 1,995 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • TRB Wealth Management held 378 shares of McKesson worth $286K as of Q2 2026.
  • TRB Wealth Management bought 6 McKesson shares in Q2 2026, an estimated $4.76K.
  • McKesson made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #223 holding.
  • TRB Wealth Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's McKesson position peaked at $322K in Q1 2026.
  • 1,995 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.