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TruWealth Advisors’s McKesson MCK Stock Holding History

TruWealth Advisors’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 		$1.19M Buy
1,376
+16
+1% +$14.3K 0.06% 93
2025
Q4 		$1.12M Buy
1,360
+73
+6% +$59.6K 0.05% 93
2025
Q3 		$994K Buy
1,287
+64
+5% +$45.1K 0.05% 94
2025
Q2 		$896K Buy
1,223
+68
+6% +$48K 0.05% 96
2025
Q1 		$777K Buy
1,155
+82
+8% +$50.7K 0.05% 92
2024
Q4 		$612K Buy
1,073
+90
+9% +$50.4K 0.04% 99
2024
Q3 		$486K Buy
983
+75
+8% +$41.8K 0.03% 105
2024
Q2 		$530K Buy
908
+482
+113% +$268K 0.04% 99
2024
Q1 		$229K Buy
+426
New +$216K 0.02% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruWealth Advisors's MCK Position: Q1 2026 in Review

TruWealth Advisors increased its McKesson (MCK) stake by 1.2% in Q1 2026, buying an estimated $14.3K and bringing the position to 1,376 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #93.

TruWealth Advisors first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. 2,044 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • TruWealth Advisors held 1,376 shares of McKesson worth $1.19M as of Q1 2026.
  • TruWealth Advisors bought 16 McKesson shares in Q1 2026, an estimated $14.3K.
  • McKesson made up 0.06% of TruWealth Advisors's portfolio in Q1 2026, its #93 holding.
  • TruWealth Advisors first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • 2,044 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.