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Wescott Financial Advisory Group’s McKesson MCK Stock Holding History

Wescott Financial Advisory Group’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 		$214K Buy
247
+1
+0.4% +$893 0.02% 185
2025
Q4 		$202K Buy
+246
New +$201K 0.02% 181

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

Wescott Financial Advisory Group's MCK Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its McKesson (MCK) stake by 0.41% in Q1 2026, buying an estimated $893 and bringing the position to 247 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #185.

Wescott Financial Advisory Group first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Wescott Financial Advisory Group held 247 shares of McKesson worth $214K as of Q1 2026.
  • Wescott Financial Advisory Group bought 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #185 holding.
  • Wescott Financial Advisory Group first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.