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True Wealth Design’s McKesson MCK Stock Holding History

True Wealth Design’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 		$88.4K Hold
117
– – 0.02% 290
2026
Q1 		$101K Buy
117
+6
+5% +$5.36K 0.03% 212
2025
Q4 		$91.1K Sell
111
-1
-0.9% -$816 0.03% 201
2025
Q3 		$86.9K Sell
112
-10
-8% -$7.04K 0.03% 192
2025
Q2 		$89.8K Buy
122
+5
+4% +$3.53K 0.03% 119
2025
Q1 		$79.1K Sell
117
-53
-31% -$32.8K 0.03% 125
2024
Q4 		$97.2K Buy
170
+153
+900% +$85.7K 0.04% 76
2024
Q3 		$8.41K Buy
17
+12
+240% +$6.68K ﹤0.01% 453
2024
Q2 		$2.92K Buy
5
+1
+25% +$557 ﹤0.01% 322
2024
Q1 		$2.15K Buy
4
+2
+100% +$1.01K ﹤0.01% 339
2023
Q4 		$926 Hold
2
– – ﹤0.01% 369
2023
Q3 		$870 Hold
2
– – ﹤0.01% 336
2023
Q2 		$855 Sell
2
-1
-33% -$384 ﹤0.01% 347
2023
Q1 		$1.07K Hold
3
– – ﹤0.01% 399
2022
Q4 		$1.13K Buy
+3
New +$1.12K ﹤0.01% 330

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

True Wealth Design's MCK Position: Q2 2026 in Review

True Wealth Design held its McKesson (MCK) position steady in Q2 2026 at 117 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #290.

True Wealth Design first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $101K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • True Wealth Design held 117 shares of McKesson worth $88.4K as of Q2 2026.
  • True Wealth Design left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #290 holding.
  • True Wealth Design first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's McKesson position peaked at $101K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.