WestEnd Advisors’s McKesson MCK Stock Holding History

WestEnd Advisors’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	$2.6K	Hold	3	–	–	﹤0.01%	138
2025 Q4	$2.46K	Hold	3	–	–	﹤0.01%	145
2025 Q3	$2.32K	Sell	3 -3	-50%	-$2.11K	﹤0.01%	145
2025 Q2	$4.4K	Buy	6 +1	+20%	+$706	﹤0.01%	107
2025 Q1	$3.37K	Buy	5 +3	+150%	+$1.85K	﹤0.01%	121
2024 Q4	$1.14K	Buy	2 +1	+100%	+$560	﹤0.01%	125
2024 Q3	$494	Sell	1 -1	-50%	-$557	﹤0.01%	173
2024 Q2	$1.17K	Hold	2	–	–	﹤0.01%	112
2024 Q1	$1.07K	Hold	2	–	–	﹤0.01%	109
2023 Q4	$926	Hold	2	–	–	﹤0.01%	118
2023 Q3	$870	Buy	+2	New	+$843	﹤0.01%	119
2023 Q1	–	Sell	-2	Closed	-$722	–	127
2022 Q4	$750	Hold	2	–	–	﹤0.01%	118
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	119
2022 Q2	$652	Buy	+2	New	+$640	﹤0.01%	126
2022 Q1	–	Sell	-1	Closed	-$272	–	191
2021 Q4	$248	Buy	+1	New	+$220	﹤0.01%	234
2021 Q3	–	Hold	0	–	–	–	250
2021 Q2	–	Hold	0	–	–	–	257

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

WestEnd Advisors's MCK Position: Q1 2026 in Review

WestEnd Advisors held its McKesson (MCK) position steady in Q1 2026 at 3 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

WestEnd Advisors first reported a position in MCK in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.4K in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

WestEnd Advisors held 3 shares of McKesson worth $2.6K as of Q1 2026.
WestEnd Advisors left its McKesson share count unchanged in Q1 2026.
McKesson made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #138 holding.
WestEnd Advisors first reported a position in McKesson in Q4 2021 and has held it in 15 quarters since.
WestEnd Advisors's McKesson position peaked at $4.4K in Q2 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.