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Vaughan David Investments’s McKesson MCK Stock Holding History

Vaughan David Investments’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 		$317K Hold
366
– – 0.01% 195
2025
Q4 		$300K Hold
366
– – 0.01% 203
2025
Q3 		$283K Hold
366
– – 0.01% 201
2025
Q2 		$268K Hold
366
– – 0.01% 203
2025
Q1 		$246K Sell
366
-41
-10% -$25.3K 0.01% 195
2024
Q4 		$232K Hold
407
– – 0.01% 197
2024
Q3 		$201K Hold
407
– – ﹤0.01% 213
2024
Q2 		$238K Buy
+407
New +$227K 0.01% 194

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

Vaughan David Investments's MCK Position: Q1 2026 in Review

Vaughan David Investments held its McKesson (MCK) position steady in Q1 2026 at 366 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #195.

Vaughan David Investments first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. 2,031 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Vaughan David Investments held 366 shares of McKesson worth $317K as of Q1 2026.
  • Vaughan David Investments left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.01% of Vaughan David Investments's portfolio in Q1 2026, its #195 holding.
  • Vaughan David Investments first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
  • 2,031 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Vaughan David Investments's 13F filing for Q1 2026, filed 12 May 2026.