BWP
MCK icon

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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Baldwin Wealth Partners increased its McKesson (MCK) stake by 0.22% in Q2 2026, buying an estimated $21.4K and bringing the position to 12,131 shares worth $9.17M. The position accounts for 0.6% of the portfolio, ranked #40.

Baldwin Wealth Partners first reported a position in MCK in Q2 2024 and has held it in 4 quarters since. The position peaked at $10.5M in Q1 2026. 813 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Baldwin Wealth Partners held 12,131 shares of McKesson worth $9.17M as of Q2 2026.
  • Baldwin Wealth Partners bought 27 McKesson shares in Q2 2026, an estimated $21.4K.
  • McKesson made up 0.6% of Baldwin Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Baldwin Wealth Partners first reported a position in McKesson in Q2 2024 and has held it in 4 quarters since.
  • Baldwin Wealth Partners's McKesson position peaked at $10.5M in Q1 2026.
  • 813 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.