Valley Financial Group’s McKesson MCK Stock Holding History

Valley Financial Group’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	$209K	Buy	+242	New	+$216K	0.11%	58

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

Valley Financial Group's MCK Position: Q1 2026 in Review

Valley Financial Group opened a new position in McKesson (MCK) in Q1 2026: 242 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #58 among its holdings.

2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Valley Financial Group held 242 shares of McKesson worth $209K as of Q1 2026.
McKesson was a new Valley Financial Group position in Q1 2026.
McKesson made up 0.11% of Valley Financial Group's portfolio in Q1 2026, its #58 holding.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.