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Wealth Enhancement Trust Services’s McKesson MCK Stock Holding History

Wealth Enhancement Trust Services’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
Q2 		$75.6K Hold
100
– – 0.01% 418
2026
Q1 		$86.5K Hold
100
– – 0.01% 365
2025
Q4 		$82K Buy
+100
New +$81.6K 0.01% 362

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Enhancement Trust Services's MCK Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its McKesson (MCK) position steady in Q2 2026 at 100 shares worth $75.6K. The position accounts for 0.01% of the portfolio, ranked #418.

Wealth Enhancement Trust Services first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.5K in Q1 2026. 1,580 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wealth Enhancement Trust Services held 100 shares of McKesson worth $75.6K as of Q2 2026.
  • Wealth Enhancement Trust Services left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #418 holding.
  • Wealth Enhancement Trust Services first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's McKesson position peaked at $86.5K in Q1 2026.
  • 1,580 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.