BWP
MCK icon

Balboa Wealth Partners’s McKesson MCK Stock Holding History

Balboa 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 		$427K Sell
565
-556
-50% -$441K 0.06% 265
2026
Q1 		$970K Buy
1,121
+32
+3% +$28.6K 0.16% 106
2025
Q4 		$893K Buy
1,089
+201
+23% +$164K 0.15% 109
2025
Q3 		$686K Sell
888
-138
-13% -$97.2K 0.12% 137
2025
Q2 		$752K Sell
1,026
-24
-2% -$16.9K 0.15% 116
2025
Q1 		$707K Sell
1,050
-27
-3% -$16.7K 0.17% 104
2024
Q4 		$614K Buy
1,077
+449
+71% +$251K 0.14% 120
2024
Q3 		$310K Sell
628
-278
-31% -$155K 0.08% 186
2024
Q2 		$529K Buy
906
+84
+10% +$46.8K 0.14% 129
2024
Q1 		$442K Buy
822
+83
+11% +$42.1K 0.13% 130
2023
Q4 		$342K Buy
739
+147
+25% +$66.8K 0.11% 144
2023
Q3 		$258K Buy
+592
New +$249K 0.1% 179
2023
Q2 		– Sell
-1,667
Closed -$594K – 321
2023
Q1 		$594K Sell
1,667
-41
-2% -$14.8K 0.22% 88
2022
Q4 		$641K Buy
1,708
+809
+90% +$302K 0.29% 85
2022
Q3 		$306K Buy
+899
New +$312K 0.13% 133

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

Balboa Wealth Partners's MCK Position: Q2 2026 in Review

Balboa Wealth Partners reduced its McKesson (MCK) stake by 50% in Q2 2026, selling an estimated $441K and leaving 565 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #265.

Balboa Wealth Partners first reported a position in MCK in Q3 2022 and has held it in 15 quarters since. The position peaked at $970K in Q1 2026. 2,018 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Balboa Wealth Partners held 565 shares of McKesson worth $427K as of Q2 2026.
  • Balboa Wealth Partners sold 556 McKesson shares in Q2 2026, an estimated $441K.
  • McKesson made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Balboa Wealth Partners first reported a position in McKesson in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's McKesson position peaked at $970K in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.