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Wealth Management Associates’s McKesson MCK Stock Holding History

Wealth Management Associates’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 		– Sell
-370
Closed -$303K – 246
2025
Q4 		$303K Sell
370
-40
-10% -$32.6K 0.11% 175
2025
Q3 		$317K Hold
410
– – 0.11% 163
2025
Q2 		$300K Hold
410
– – 0.12% 159
2025
Q1 		$276K Hold
410
– – 0.12% 168
2024
Q4 		$233K Sell
410
-20
-5% -$11.2K 0.1% 182
2024
Q3 		$212K Buy
430
+4
+0.9% +$2.23K 0.09% 190
2024
Q2 		$249K Hold
426
– – 0.12% 167
2024
Q1 		$249K Buy
+426
New +$216K 0.12% 167
2023
Q4 		– Sell
-476
Closed -$207K – 205
2023
Q3 		$207K Buy
+476
New +$201K 0.12% 174

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 Management Associates's MCK Position: Q1 2026 in Review

Wealth Management Associates sold out of McKesson (MCK) in Q1 2026, closing a stake of 370 shares — an estimated $303K sold.

Wealth Management Associates first reported a position in MCK in Q3 2023 and held it in 9 quarters. The position peaked at $317K in Q3 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Wealth Management Associates reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 370 McKesson shares in Q1 2026, an estimated $303K.
  • Wealth Management Associates first reported a position in McKesson in Q3 2023 and held it in 9 quarters.
  • Wealth Management Associates's McKesson position peaked at $317K in Q3 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.