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Western Wealth Management’s McKesson MCK Stock Holding History

Western Wealth Management’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 		$2.13M Buy
2,818
+19
+0.7% +$15.1K 0.07% 287
2026
Q1 		$2.42M Sell
2,799
-49
-2% -$43.7K 0.09% 244
2025
Q4 		$2.34M Sell
2,848
-37
-1% -$30.2K 0.11% 193
2025
Q3 		$2.23M Sell
2,885
-23
-0.8% -$16.2K 0.12% 166
2025
Q2 		$2.13M Buy
2,908
+157
+6% +$111K 0.13% 160
2025
Q1 		$1.85M Buy
2,751
+3
+0.1% +$1.85K 0.12% 168
2024
Q4 		$1.57M Sell
2,748
-287
-9% -$161K 0.08% 235
2024
Q3 		$1.5M Buy
3,035
+192
+7% +$107K 0.09% 241
2024
Q2 		$1.66M Sell
2,843
-765
-21% -$426K 0.12% 151
2024
Q1 		$1.94M Buy
3,608
+101
+3% +$51.3K 0.15% 131
2023
Q4 		$1.62M Sell
3,507
-89
-2% -$40.5K 0.12% 179
2023
Q3 		$1.56M Buy
3,596
+9
+0.3% +$3.79K 0.13% 163
2023
Q2 		$1.53M Sell
3,587
-16
-0.4% -$6.15K 0.13% 165
2023
Q1 		$1.28M Sell
3,603
-350
-9% -$126K 0.12% 187
2022
Q4 		$1.48M Sell
3,953
-3,173
-45% -$1.18M 0.15% 163
2022
Q3 		$2.42M Buy
7,126
+1,897
+36% +$659K 0.14% 160
2022
Q2 		$1.71M Buy
5,229
+2
+0% +$640 0.1% 208
2022
Q1 		$1.6M Buy
5,227
+2,546
+95% +$692K 0.08% 238
2021
Q4 		$654K Buy
+2,681
New +$589K 0.06% 278
2021
Q2 		$346K Buy
1,816
+81
+5% +$15.6K 0.04% 453
2021
Q1 		$338K Sell
1,735
-66
-4% -$12K 0.05% 376
2020
Q4 		$313K Buy
1,801
+27
+2% +$4.5K 0.05% 341
2020
Q3 		$264K Sell
1,774
-559
-24% -$84.9K 0.04% 360
2020
Q2 		$358K Buy
2,333
+630
+37% +$91K 0.06% 279
2020
Q1 		$231K Buy
1,703
+235
+16% +$34.4K 0.05% 315
2019
Q4 		$203K Buy
1,468
+6
+0.4% +$848 0.03% 387
2019
Q3 		$200K Buy
+1,462
New +$207K 0.04% 376

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

Western Wealth Management's MCK Position: Q2 2026 in Review

Western Wealth Management increased its McKesson (MCK) stake by 0.68% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,818 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #287.

Western Wealth Management first reported a position in MCK in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.42M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Western Wealth Management held 2,818 shares of McKesson worth $2.13M as of Q2 2026.
  • Western Wealth Management bought 19 McKesson shares in Q2 2026, an estimated $15.1K.
  • McKesson made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Western Wealth Management first reported a position in McKesson in Q3 2019 and has held it in 27 quarters since.
  • Western Wealth Management's McKesson position peaked at $2.42M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.