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Wayfinding Financial’s McKesson MCK Stock Holding History

Wayfinding Financial’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 		$310K Buy
359
+5
+1% +$4.46K 0.13% 103
2025
Q4 		$290K Sell
354
-8
-2% -$6.53K 0.12% 111
2025
Q3 		$279K Sell
362
-2
-0.5% -$1.41K 0.12% 112
2025
Q2 		$258K Sell
364
-79
-18% -$55.8K 0.12% 117
2025
Q1 		$298K Sell
443
-11
-2% -$6.8K 0.13% 97
2024
Q4 		$259K Buy
+454
New +$254K 0.14% 105
2024
Q3 		– Sell
-487
Closed -$285K – 88
2024
Q2 		$285K Buy
487
+8
+2% +$4.45K 0.16% 91
2024
Q1 		$260K Buy
+479
New +$243K 0.15% 96
2023
Q4 		– Sell
-591
Closed -$259K – 120
2023
Q3 		$259K Buy
591
+43
+8% +$18.1K 0.2% 85
2023
Q2 		$221K Buy
+548
New +$211K 0.15% 108

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

Wayfinding Financial's MCK Position: Q1 2026 in Review

Wayfinding Financial increased its McKesson (MCK) stake by 1.4% in Q1 2026, buying an estimated $4.46K and bringing the position to 359 shares worth $310K. The position accounts for 0.13% of the portfolio, ranked #103.

Wayfinding Financial first reported a position in MCK in Q2 2023 and has held it in 10 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Wayfinding Financial held 359 shares of McKesson worth $310K as of Q1 2026.
  • Wayfinding Financial bought 5 McKesson shares in Q1 2026, an estimated $4.46K.
  • McKesson made up 0.13% of Wayfinding Financial's portfolio in Q1 2026, its #103 holding.
  • Wayfinding Financial first reported a position in McKesson in Q2 2023 and has held it in 10 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.