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Wellington Shields & Co’s McKesson MCK Stock Holding History

Wellington Shields & Co’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 		$2.38M Sell
3,152
-34
-1% -$27K 0.53% 41
2026
Q1 		$2.76M Buy
3,186
+41
+1% +$36.6K 0.7% 33
2025
Q4 		$2.58M Buy
3,145
+650
+26% +$530K 0.64% 37
2025
Q3 		$1.93M Buy
2,495
+151
+6% +$106K 0.5% 45
2025
Q2 		$1.72M Buy
2,344
+207
+10% +$146K 0.49% 50
2025
Q1 		$1.44M Buy
2,137
+73
+4% +$45.1K 0.45% 52
2024
Q4 		$1.18M Sell
2,064
-289
-12% -$162K 0.36% 63
2024
Q3 		$1.16M Buy
2,353
+183
+8% +$102K 0.35% 69
2024
Q2 		$1.27M Buy
2,170
+644
+42% +$359K 0.41% 56
2024
Q1 		$819K Buy
1,526
+907
+147% +$461K 0.27% 90
2023
Q4 		$287K Buy
619
+340
+122% +$155K 0.11% 171
2023
Q3 		$121K Buy
279
+244
+697% +$103K 0.03% 232
2023
Q2 		$15K Hold
35
– – ﹤0.01% 283
2023
Q1 		$12.5K Sell
35
-15
-30% -$5.42K ﹤0.01% 289
2022
Q4 		$18.8K Hold
50
– – ﹤0.01% 281
2022
Q3 		$17K Hold
50
– – 0.01% 271
2022
Q2 		$16K Buy
+50
New +$16K ﹤0.01% 274
2016
Q3 		– Sell
-1,080
Closed -$202K – 123
2016
Q2 		$202K Buy
+1,080
New +$189K 0.13% 108
2016
Q1 		– Sell
-1,077
Closed -$212K – 113
2015
Q4 		$212K Buy
+1,077
New +$203K 0.14% 94
2015
Q3 		– Sell
-1,075
Closed -$242K – 103
2015
Q2 		$242K Hold
1,075
– – 0.08% 85
2015
Q1 		$243K Hold
1,075
– – 0.14% 84
2014
Q4 		$223K Buy
+1,075
New +$218K 0.13% 95

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

Wellington Shields & Co's MCK Position: Q2 2026 in Review

Wellington Shields & Co reduced its McKesson (MCK) stake by 1.1% in Q2 2026, selling an estimated $27K and leaving 3,152 shares worth $2.38M. The position accounts for 0.53% of the portfolio, ranked #41.

Wellington Shields & Co first reported a position in MCK in Q4 2014 and has held it in 22 quarters since. The position peaked at $2.76M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wellington Shields & Co held 3,152 shares of McKesson worth $2.38M as of Q2 2026.
  • Wellington Shields & Co sold 34 McKesson shares in Q2 2026, an estimated $27K.
  • McKesson made up 0.53% of Wellington Shields & Co's portfolio in Q2 2026, its #41 holding.
  • Wellington Shields & Co first reported a position in McKesson in Q4 2014 and has held it in 22 quarters since.
  • Wellington Shields & Co's McKesson position peaked at $2.76M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.