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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
Q2 		$398K Buy
527
+4
+0.8% +$3.17K 0.12% 67
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
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

Westshore Wealth's MCK Position: Q2 2026 in Review

Westshore Wealth increased its McKesson (MCK) stake by 0.76% in Q2 2026, buying an estimated $3.17K and bringing the position to 527 shares worth $398K. The position accounts for 0.12% of the portfolio, ranked #67.

Westshore Wealth first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $453K in Q1 2026. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Westshore Wealth held 527 shares of McKesson worth $398K as of Q2 2026.
  • Westshore Wealth bought 4 McKesson shares in Q2 2026, an estimated $3.17K.
  • McKesson made up 0.12% of Westshore Wealth's portfolio in Q2 2026, its #67 holding.
  • Westshore Wealth first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • Westshore Wealth's McKesson position peaked at $453K in Q1 2026.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.