Baldwin Wealth Partners
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Baldwin Wealth Partners’s McKesson MCK Stock Holding History

Baldwin 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
Q3 		$10.3M Sell
12,056
-75
-0.6% -$64.5K 0.68% 35
2026
Q2 		$9.17M Buy
12,131
+27
+0.2% +$21.4K 0.6% 40
2026
Q1 		$10.5M Buy
+12,104
New +$10.8M 0.76% 36
2024
Q4 		– Sell
-20
Closed -$9.9K – 696
2024
Q3 		$9.9K Buy
20
+19
+1,900% +$10.6K ﹤0.01% 798
2024
Q2 		$584 Buy
+1
New +$557 ﹤0.01% 732

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Baldwin Wealth Partners's MCK Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its McKesson (MCK) stake by 0.62% in Q3 2026, selling an estimated $64.5K and leaving 12,056 shares worth $10.3M. The position accounts for 0.68% of the portfolio, ranked #35.

Baldwin Wealth Partners first reported a position in MCK in Q2 2024 and has held it in 5 quarters since. The position peaked at $10.5M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Baldwin Wealth Partners held 12,056 shares of McKesson worth $10.3M as of Q3 2026.
  • Baldwin Wealth Partners sold 75 McKesson shares in Q3 2026, an estimated $64.5K.
  • McKesson made up 0.68% of Baldwin Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • Baldwin Wealth Partners first reported a position in McKesson in Q2 2024 and has held it in 5 quarters since.
  • Baldwin Wealth Partners's McKesson position peaked at $10.5M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.