WF
MCK icon

Welch & Forbes’s McKesson MCK Stock Holding History

Welch & Forbes’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 		$356K Buy
471
+18
+4% +$14.3K ﹤0.01% 320
2026
Q1 		$392K Buy
453
+146
+48% +$130K 0.01% 300
2025
Q4 		$252K Sell
307
-133
-30% -$109K ﹤0.01% 345
2025
Q3 		$340K Buy
440
+85
+24% +$59.9K ﹤0.01% 315
2025
Q2 		$260K Buy
+355
New +$251K ﹤0.01% 343

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Welch & Forbes's MCK Position: Q2 2026 in Review

Welch & Forbes increased its McKesson (MCK) stake by 4% in Q2 2026, buying an estimated $14.3K and bringing the position to 471 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Welch & Forbes first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $392K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Welch & Forbes held 471 shares of McKesson worth $356K as of Q2 2026.
  • Welch & Forbes bought 18 McKesson shares in Q2 2026, an estimated $14.3K.
  • McKesson made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #320 holding.
  • Welch & Forbes first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • Welch & Forbes's McKesson position peaked at $392K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.