Westshore Wealth’s McKesson MCK Stock Holding History

Westshore Wealth’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	$453K	Hold	523	–	–	0.16%	53
2025 Q4	$429K	Hold	523	–	–	0.14%	54
2025 Q3	$404K	Sell	523 -31	-6%	-$21.8K	0.14%	62
2025 Q2	$406K	Hold	554	–	–	0.16%	55
2025 Q1	$373K	Sell	554 -10	-2%	-$6.18K	0.16%	58
2024 Q4	$322K	Hold	564	–	–	0.13%	66
2024 Q3	$279K	Sell	564 -16	-3%	-$8.91K	0.11%	71
2024 Q2	$339K	Sell	580 -10	-2%	-$5.57K	0.14%	56
2024 Q1	$317K	Sell	590 -10	-2%	-$5.08K	0.13%	63
2023 Q4	$278K	Sell	600 -9	-1%	-$4.09K	0.13%	64
2023 Q3	$265K	Buy	609 +9	+2%	+$3.79K	0.15%	61
2023 Q2	$257K	Sell	600 -34	-5%	-$13.1K	0.13%	84
2023 Q1	$226K	Buy	634 +29	+5%	+$10.5K	0.12%	96
2022 Q4	$227K	Hold	605	–	–	0.13%	94
2022 Q3	$206K	Buy	+605	New	+$210K	0.14%	86

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 $315B AUM 27.84% 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

Westshore Wealth's MCK Position: Q1 2026 in Review

Westshore Wealth held its McKesson (MCK) position steady in Q1 2026 at 523 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #53.

Westshore Wealth first reported a position in MCK in Q3 2022 and has held it in 15 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Westshore Wealth held 523 shares of McKesson worth $453K as of Q1 2026.
Westshore Wealth left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.16% of Westshore Wealth's portfolio in Q1 2026, its #53 holding.
Westshore Wealth first reported a position in McKesson in Q3 2022 and has held it in 15 quarters since.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.