Twin Peaks Wealth Advisors’s McKesson MCK Stock Holding History

Twin Peaks Wealth 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	$804K	Buy	929 +9	+1%	+$8.03K	0.2%	77
2025 Q4	$885K	Buy	920 +21	+2%	+$17.1K	0.26%	73
2025 Q3	$694K	Sell	899 -5	-0.6%	-$3.52K	0.24%	77
2025 Q2	$595K	Sell	904 -39	-4%	-$27.5K	0.19%	80
2025 Q1	$653K	Sell	943 -10	-1%	-$6.18K	0.3%	69
2024 Q4	$543K	Buy	953 +26	+3%	+$14.6K	0.23%	75
2024 Q3	$458K	Sell	927 -4	-0.4%	-$2.23K	0.21%	77
2024 Q2	$544K	Buy	931 +6	+0.6%	+$3.34K	0.27%	74
2024 Q1	$497K	Sell	925 -114	-11%	-$57.9K	0.28%	70
2023 Q4	$481K	Buy	+1,039	New	+$472K	0.31%	66

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's MCK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its McKesson (MCK) stake by 0.98% in Q1 2026, buying an estimated $8.03K and bringing the position to 929 shares worth $804K. The position accounts for 0.2% of the portfolio, ranked #77.

Twin Peaks Wealth Advisors first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $885K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Twin Peaks Wealth Advisors held 929 shares of McKesson worth $804K as of Q1 2026.
Twin Peaks Wealth Advisors bought 9 McKesson shares in Q1 2026, an estimated $8.03K.
McKesson made up 0.2% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Twin Peaks Wealth Advisors first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's McKesson position peaked at $885K in Q4 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.