WBI Investments’s McKesson MCK Stock Holding History

WBI 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	$332K	Sell	383 -1,519	-80%	-$1.36M	0.09%	229
2025 Q4	$1.56M	Buy	1,902 +275	+17%	+$224K	0.41%	50
2025 Q3	$1.26M	Sell	1,627 -582	-26%	-$410K	0.32%	78
2025 Q2	$1.62M	Sell	2,209 -1,354	-38%	-$956K	0.42%	62
2025 Q1	$2.4M	Buy	+3,563	New	+$2.2M	0.63%	44
2024 Q4	–	Sell	-1,609	Closed	-$796K	–	255
2024 Q3	$796K	Buy	+1,609	New	+$896K	0.19%	126
2024 Q1	–	Sell	-2,099	Closed	-$972K	–	218
2023 Q4	$972K	Sell	2,099 -5,337	-72%	-$2.43M	0.19%	113
2023 Q3	$3.23M	Buy	7,436 +2,559	+52%	+$1.08M	0.65%	36
2023 Q2	$2.08M	Buy	4,877 +775	+19%	+$298K	0.38%	75
2023 Q1	$1.46M	Buy	+4,102	New	+$1.48M	0.29%	93
2019 Q4	–	Sell	-12,604	Closed	-$1.72M	–	229
2019 Q3	$1.72M	Buy	+12,604	New	+$1.79M	0.16%	105

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

WBI Investments's MCK Position: Q1 2026 in Review

WBI Investments reduced its McKesson (MCK) stake by 80% in Q1 2026, selling an estimated $1.36M and leaving 383 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #229.

WBI Investments first reported a position in MCK in Q3 2019 and has held it in 11 quarters since. The position peaked at $3.23M in Q3 2023. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

WBI Investments held 383 shares of McKesson worth $332K as of Q1 2026.
WBI Investments sold 1,519 McKesson shares in Q1 2026, an estimated $1.36M.
McKesson made up 0.09% of WBI Investments's portfolio in Q1 2026, its #229 holding.
WBI Investments first reported a position in McKesson in Q3 2019 and has held it in 11 quarters since.
WBI Investments's McKesson position peaked at $3.23M in Q3 2023.
2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.