Wellington-Altus USA’s McKesson MCK Stock Holding History

Wellington-Altus USA’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	$205K	Hold	237	–	–	0.15%	115
2026 Q1	$179K	Hold	237	–	–	0.11%	164
2025 Q4	$194K	Buy	+237	New	+$193K	0.14%	122

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington-Altus USA's MCK Position: Q2 2026 in Review

Wellington-Altus USA held its McKesson (MCK) position steady in Q2 2026 at 237 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #115.

Wellington-Altus USA first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. 2,018 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Wellington-Altus USA held 237 shares of McKesson worth $205K as of Q2 2026.
Wellington-Altus USA left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.15% of Wellington-Altus USA's portfolio in Q2 2026, its #115 holding.
Wellington-Altus USA first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
2,018 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.