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 Q2	$616K	Hold	815	–	–	0.17%	91
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WT Wealth Management's MCK Position: Q2 2026 in Review

WT Wealth Management held its McKesson (MCK) position steady in Q2 2026 at 815 shares worth $616K. The position accounts for 0.17% of the portfolio, ranked #91.

WT Wealth Management first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.61M in Q2 2023. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

WT Wealth Management held 815 shares of McKesson worth $616K as of Q2 2026.
WT Wealth Management left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.17% of WT Wealth Management's portfolio in Q2 2026, its #91 holding.
WT Wealth Management first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
WT Wealth Management's McKesson position peaked at $1.61M in Q2 2023.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.