Whelan Financial’s McKesson MCK Stock Holding History

Whelan Financial’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	–	Sell	-246	Closed	-$202K	–	95
2025 Q4	$202K	Sell	246 -90	-27%	-$73.4K	0.06%	93
2025 Q3	$260K	Buy	+336	New	+$237K	0.08%	76

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

Whelan Financial's MCK Position: Q1 2026 in Review

Whelan Financial sold out of McKesson (MCK) in Q1 2026, closing a stake of 246 shares — an estimated $202K sold.

Whelan Financial first reported a position in MCK in Q3 2025 and held it in 2 quarters. The position peaked at $260K in Q3 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Whelan Financial reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Whelan Financial sold 246 McKesson shares in Q1 2026, an estimated $202K.
Whelan Financial first reported a position in McKesson in Q3 2025 and held it in 2 quarters.
Whelan Financial's McKesson position peaked at $260K in Q3 2025.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.