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Alvarez & Marsal Private Wealth Partners’s McKesson MCK Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-284
Closed -$246K – 158
2026
Q1 		$246K Buy
+284
New +$253K 0.03% 149

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Geode Capital Management
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Massachusetts Financial Services
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Fidelity Investments
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Alvarez & Marsal Private Wealth Partners's MCK Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of McKesson (MCK) in Q2 2026, closing a stake of 284 shares — an estimated $246K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in MCK in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 284 McKesson shares in Q2 2026, an estimated $246K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in McKesson in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's McKesson position peaked at $246K in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.