WT Wealth Management’s McKesson MCK Stock Holding History

WT 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 Q1	$705K	Sell	815 -18	-2%	-$16.1K	0.21%	86
2025 Q4	$683K	Sell	833 -1	-0.1%	-$816	0.2%	84
2025 Q3	$644K	Buy	834 +1	+0.1%	+$704	0.19%	82
2025 Q2	$610K	Buy	833 +18	+2%	+$12.7K	0.18%	86
2025 Q1	$548K	Hold	815	–	–	0.18%	81
2024 Q4	$464K	Hold	815	–	–	0.15%	88
2024 Q3	$415K	Sell	815 -95	-10%	-$52.9K	0.13%	88
2024 Q2	$531K	Buy	910 +5	+0.6%	+$2.78K	0.18%	84
2024 Q1	$486K	Buy	905 +74	+9%	+$37.6K	0.17%	84
2023 Q4	$385K	Sell	831 -5	-0.6%	-$2.27K	0.15%	86
2023 Q3	$364K	Sell	836 -2,923	-78%	-$1.23M	0.16%	86
2023 Q2	$1.61M	Sell	3,759 -209	-5%	-$80.3K	0.67%	39
2023 Q1	$1.41M	Sell	3,968 -202	-5%	-$73K	0.61%	42
2022 Q4	$1.57M	Sell	4,170 -488	-10%	-$182K	0.76%	39
2022 Q3	$1.58M	Sell	4,658 -96	-2%	-$33.3K	0.8%	34
2022 Q2	$1.55M	Buy	4,754 +3,932	+478%	+$1.26M	0.77%	35
2022 Q1	$252K	Buy	+822	New	+$224K	0.1%	108

Other funds holding MCK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return