Wealth Alliance
MCK icon

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
Q3 		$207K Sell
243
-44
-15% -$37.9K 0.02% 539
2026
Q2 		$217K Sell
287
-93
-24% -$73.7K 0.02% 536
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Wealth Alliance's MCK Position: Q3 2026 in Review

Wealth Alliance reduced its McKesson (MCK) stake by 15% in Q3 2026, selling an estimated $37.9K and leaving 243 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #539.

Wealth Alliance first reported a position in MCK in Q4 2020 and has held it in 24 quarters since. The position peaked at $686K in Q4 2022. 1,803 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Wealth Alliance held 243 shares of McKesson worth $207K as of Q3 2026.
  • Wealth Alliance sold 44 McKesson shares in Q3 2026, an estimated $37.9K.
  • McKesson made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #539 holding.
  • Wealth Alliance first reported a position in McKesson in Q4 2020 and has held it in 24 quarters since.
  • Wealth Alliance's McKesson position peaked at $686K in Q4 2022.
  • 1,803 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.