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Williams Jones Wealth Management’s McKesson MCK Stock Holding History

Williams Jones 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 		$14.4M Buy
19,044
+18,031
+1,780% +$14.3M 0.16% 83
2026
Q1 		$877K Buy
1,013
+7
+0.7% +$6.25K 0.01% 278
2025
Q4 		$825K Sell
1,006
-94
-9% -$76.7K 0.01% 282
2025
Q3 		$850K Hold
1,100
– – 0.01% 275
2025
Q2 		$806K Sell
1,100
-50
-4% -$35.3K 0.01% 282
2025
Q1 		$774K Hold
1,150
– – 0.01% 273
2024
Q4 		$655K Sell
1,150
-100
-8% -$56K 0.01% 305
2024
Q3 		$618K Sell
1,250
-200
-14% -$111K 0.01% 314
2024
Q2 		$847K Hold
1,450
– – 0.01% 271
2024
Q1 		$778K Hold
1,450
– – 0.01% 286
2023
Q4 		$671K Hold
1,450
– – 0.01% 297
2023
Q3 		$631K Sell
1,450
-25
-2% -$10.5K 0.01% 306
2023
Q2 		$630K Sell
1,475
-100
-6% -$38.4K 0.01% 306
2023
Q1 		$561K Sell
1,575
-79
-5% -$28.5K 0.01% 348
2022
Q4 		$620K Buy
1,654
+10
+0.6% +$3.73K 0.01% 329
2022
Q3 		$559K Buy
1,644
+225
+16% +$78.1K 0.01% 346
2022
Q2 		$463K Buy
1,419
+19
+1% +$6.08K 0.01% 372
2022
Q1 		$429K Hold
1,400
– – 0.01% 372
2021
Q4 		$348K Hold
1,400
– – ﹤0.01% 376
2021
Q3 		$279K Sell
1,400
-10
-0.7% -$2K ﹤0.01% 410
2021
Q2 		$270K Buy
1,410
+10
+0.7% +$1.93K ﹤0.01% 421
2021
Q1 		$273K Hold
1,400
– – ﹤0.01% 405
2020
Q4 		$243K Hold
1,400
– – ﹤0.01% 400
2020
Q3 		$209K Sell
1,400
-176
-11% -$26.7K ﹤0.01% 391
2020
Q2 		$242K Buy
+1,576
New +$228K 0.01% 348
2020
Q1 		– Sell
-2,023
Closed -$280K – 416
2019
Q4 		$280K Hold
2,023
– – 0.01% 368
2019
Q3 		$276K Buy
+2,023
New +$287K 0.01% 359

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

Williams Jones Wealth Management's MCK Position: Q2 2026 in Review

Williams Jones Wealth Management increased its McKesson (MCK) stake by 1,780% in Q2 2026, buying an estimated $14.3M and bringing the position to 19,044 shares worth $14.4M. The position accounts for 0.16% of the portfolio, ranked #83.

Williams Jones Wealth Management first reported a position in MCK in Q3 2019 and has held it in 27 quarters since. 2,018 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Williams Jones Wealth Management held 19,044 shares of McKesson worth $14.4M as of Q2 2026.
  • Williams Jones Wealth Management bought 18,031 McKesson shares in Q2 2026, an estimated $14.3M.
  • McKesson made up 0.16% of Williams Jones Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Williams Jones Wealth Management first reported a position in McKesson in Q3 2019 and has held it in 27 quarters since.
  • 2,018 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.