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U.S. Capital Wealth Advisors’s McKesson MCK Stock Holding History

U.S. Capital 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 		$1.7M Buy
1,969
+160
+9% +$143K 0.04% 384
2025
Q4 		$1.48M Buy
1,809
+42
+2% +$34.3K 0.04% 401
2025
Q3 		$1.36M Sell
1,767
-33
-2% -$23.2K 0.04% 409
2025
Q2 		$1.32M Sell
1,800
-118
-6% -$83.3K 0.04% 375
2025
Q1 		$1.29M Sell
1,918
-869
-31% -$537K 0.04% 369
2024
Q4 		$1.59M Buy
2,787
+195
+8% +$109K 0.05% 338
2024
Q3 		$1.28M Sell
2,592
-48
-2% -$26.7K 0.05% 327
2024
Q2 		$1.54M Sell
2,640
-154
-6% -$85.7K 0.06% 282
2024
Q1 		$1.5M Buy
2,794
+213
+8% +$108K 0.06% 275
2023
Q4 		$1.19M Buy
2,581
+824
+47% +$375K 0.05% 308
2023
Q3 		$764K Buy
1,757
+43
+3% +$18.1K 0.03% 350
2023
Q2 		$732K Buy
+1,714
New +$659K 0.03% 376
2023
Q1 		– Sell
-412
Closed -$155K – 1155
2022
Q4 		$155K Buy
+412
New +$154K 0.01% 659

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's MCK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its McKesson (MCK) stake by 8.8% in Q1 2026, buying an estimated $143K and bringing the position to 1,969 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #384.

U.S. Capital Wealth Advisors first reported a position in MCK in Q4 2022 and has held it in 13 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • U.S. Capital Wealth Advisors held 1,969 shares of McKesson worth $1.7M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 160 McKesson shares in Q1 2026, an estimated $143K.
  • McKesson made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #384 holding.
  • U.S. Capital Wealth Advisors first reported a position in McKesson in Q4 2022 and has held it in 13 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.