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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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 $1.56T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's MCK Position: Q1 2026 in Review

Balboa Wealth Partners increased its McKesson (MCK) stake by 2.9% in Q1 2026, buying an estimated $28.6K and bringing the position to 1,121 shares worth $970K. The position accounts for 0.16% of the portfolio, ranked #106.

Balboa Wealth Partners first reported a position in MCK in Q3 2022 and has held it in 14 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Balboa Wealth Partners held 1,121 shares of McKesson worth $970K as of Q1 2026.
  • Balboa Wealth Partners bought 32 McKesson shares in Q1 2026, an estimated $28.6K.
  • McKesson made up 0.16% of Balboa Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Balboa Wealth Partners first reported a position in McKesson in Q3 2022 and has held it in 14 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.