BTWM
MCK icon

Baker Tilly Wealth Management’s McKesson MCK Stock Holding History

Baker Tilly 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 		$267K Buy
354
+60
+20% +$47.6K 0.06% 237
2026
Q1 		$254K Buy
294
+33
+13% +$29.5K 0.06% 233
2025
Q4 		$214K Buy
+261
New +$213K 0.05% 271

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

Baker Tilly Wealth Management's MCK Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its McKesson (MCK) stake by 20% in Q2 2026, buying an estimated $47.6K and bringing the position to 354 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #237.

Baker Tilly Wealth Management first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Baker Tilly Wealth Management held 354 shares of McKesson worth $267K as of Q2 2026.
  • Baker Tilly Wealth Management bought 60 McKesson shares in Q2 2026, an estimated $47.6K.
  • McKesson made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Baker Tilly Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.