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Wealth Alliance’s McKesson MCK Stock Holding History

Wealth Alliance’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 		$329K Sell
380
-226
-37% -$202K 0.03% 403
2025
Q4 		$497K Buy
606
+198
+49% +$162K 0.05% 303
2025
Q3 		$315K Sell
408
-245
-38% -$173K 0.03% 402
2025
Q2 		$479K Buy
653
+17
+3% +$12K 0.05% 297
2025
Q1 		$428K Buy
636
+4
+0.6% +$2.47K 0.05% 312
2024
Q4 		$360K Sell
632
-71
-10% -$39.8K 0.04% 324
2024
Q3 		$347K Sell
703
-83
-11% -$46.2K 0.04% 362
2024
Q2 		$459K Sell
786
-305
-28% -$170K 0.06% 264
2024
Q1 		$586K Sell
1,091
-46
-4% -$23.4K 0.08% 244
2023
Q4 		$526K Sell
1,137
-106
-9% -$48.2K 0.07% 250
2023
Q3 		$541K Buy
1,243
+33
+3% +$13.9K 0.09% 225
2023
Q2 		$517K Sell
1,210
-249
-17% -$95.7K 0.08% 241
2023
Q1 		$520K Sell
1,459
-371
-20% -$134K 0.08% 233
2022
Q4 		$686K Sell
1,830
-41
-2% -$15.3K 0.12% 186
2022
Q3 		$636K Sell
1,871
-16
-0.8% -$5.55K 0.13% 183
2022
Q2 		$616K Buy
1,887
+530
+39% +$170K 0.12% 183
2022
Q1 		$415K Buy
1,357
+192
+16% +$52.2K 0.08% 258
2021
Q4 		$290K Sell
1,165
-71
-6% -$15.6K 0.06% 339
2021
Q3 		$247K Sell
1,236
-134
-10% -$26.8K 0.06% 356
2021
Q2 		$262K Sell
1,370
-74
-5% -$14.3K 0.06% 358
2021
Q1 		$282K Buy
1,444
+66
+5% +$12K 0.08% 306
2020
Q4 		$240K Buy
+1,378
New +$229K 0.07% 329

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

Wealth Alliance's MCK Position: Q1 2026 in Review

Wealth Alliance reduced its McKesson (MCK) stake by 37% in Q1 2026, selling an estimated $202K and leaving 380 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #403.

Wealth Alliance first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. The position peaked at $686K in Q4 2022. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Wealth Alliance held 380 shares of McKesson worth $329K as of Q1 2026.
  • Wealth Alliance sold 226 McKesson shares in Q1 2026, an estimated $202K.
  • McKesson made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #403 holding.
  • Wealth Alliance first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • Wealth Alliance's McKesson position peaked at $686K in Q4 2022.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.