Wealthspire Advisors (New York)’s McKesson MCK Stock Holding History

Wealthspire Advisors (New York)’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	$764K	Sell	883 -966	-52%	-$862K	0.01%	462
2025 Q4	$1.52M	Buy	1,849 +1,106	+149%	+$903K	0.01%	346
2025 Q3	$574K	Sell	743 -567	-43%	-$399K	﹤0.01%	501
2025 Q2	$960K	Buy	1,310 +56	+4%	+$39.5K	0.01%	396
2025 Q1	$844K	Sell	1,254 -4	-0.3%	-$2.47K	0.01%	417
2024 Q4	$717K	Sell	1,258 -325	-21%	-$182K	0.01%	434
2024 Q3	$783K	Sell	1,583 -40	-2%	-$22.3K	0.01%	411
2024 Q2	$948K	Buy	1,623 +133	+9%	+$74K	0.01%	320
2024 Q1	$800K	Sell	1,490 -114	-7%	-$57.9K	0.01%	345
2023 Q4	$742K	Buy	1,604 +463	+41%	+$211K	0.01%	361
2023 Q3	$496K	Buy	1,141 +293	+35%	+$123K	0.01%	396
2023 Q2	$362K	Buy	+848	New	+$326K	0.01%	425
2023 Q1	–	Sell	-740	Closed	-$278K	–	572
2022 Q4	$278K	Buy	+740	New	+$276K	0.01%	470
2022 Q1	–	Sell	-1,134	Closed	-$282K	–	502
2021 Q4	$282K	Buy	+1,134	New	+$249K	0.01%	431
2021 Q2	–	Sell	-2,055	Closed	-$401K	–	546
2021 Q1	$401K	Buy	2,055 +174	+9%	+$31.8K	0.01%	460
2020 Q4	$327K	Buy	+1,881	New	+$313K	0.01%	414
2020 Q3	–	Sell	-1,445	Closed	-$222K	–	338
2020 Q2	$222K	Sell	1,445 -1,036	-42%	-$150K	0.02%	245
2020 Q1	$336K	Buy	+2,481	New	+$363K	0.01%	359
2019 Q1	–	Sell	-187	Closed	-$21K	–	493
2018 Q4	$21K	Buy	+187	New	+$23.3K	﹤0.01%	330

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

Wealthspire Advisors (New York)'s MCK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its McKesson (MCK) stake by 52% in Q1 2026, selling an estimated $862K and leaving 883 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #462.

Wealthspire Advisors (New York) first reported a position in MCK in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.52M in Q4 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Wealthspire Advisors (New York) held 883 shares of McKesson worth $764K as of Q1 2026.
Wealthspire Advisors (New York) sold 966 McKesson shares in Q1 2026, an estimated $862K.
McKesson made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #462 holding.
Wealthspire Advisors (New York) first reported a position in McKesson in Q4 2018 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s McKesson position peaked at $1.52M in Q4 2025.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.