Bartlett & Co Wealth Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.81M | Sell |
9,669
-92
| -0.9% | -$82.1K | 0.1% | 116 |
|
|
2025
Q4 | $8.02M | Sell |
9,761
-250
| -2% | -$204K | 0.1% | 115 |
|
|
2025
Q3 | $7.74M | Sell |
10,011
-19
| -0.2% | -$13.4K | 0.1% | 118 |
|
|
2025
Q2 | $7.36M | Sell |
10,030
-35
| -0.3% | -$24.7K | 0.1% | 113 |
|
|
2025
Q1 | $6.78M | Sell |
10,065
-1,450
| -13% | -$896K | 0.1% | 118 |
|
|
2024
Q4 | $6.57M | Sell |
11,515
-274
| -2% | -$153K | 0.1% | 120 |
|
|
2024
Q3 | $5.84M | Sell |
11,789
-296
| -2% | -$165K | 0.08% | 126 |
|
|
2024
Q2 | $7.07M | Sell |
12,085
-124
| -1% | -$69K | 0.11% | 113 |
|
|
2024
Q1 | $6.56M | Sell |
12,209
-2,065
| -14% | -$1.05M | 0.1% | 123 |
|
|
2023
Q4 | $6.54M | Sell |
14,274
-139
| -1% | -$63.2K | 0.11% | 124 |
|
|
2023
Q3 | $6.28M | Sell |
14,413
-333
| -2% | -$140K | 0.11% | 117 |
|
|
2023
Q2 | $6.31M | Buy |
14,746
+13,215
| +863% | +$5.08M | 0.11% | 119 |
|
|
2023
Q1 | $546K | Hold |
1,531
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $575K | Sell |
1,531
-5
| -0.3% | -$1.86K | 0.01% | 275 |
|
|
2022
Q3 | $523K | Sell |
1,536
-13
| -0.8% | -$4.51K | 0.01% | 278 |
|
|
2022
Q2 | $506K | Buy |
1,549
+18
| +1% | +$5.76K | 0.01% | 280 |
|
|
2022
Q1 | $469K | Hold |
1,531
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $381K | Buy |
1,531
+117
| +8% | +$25.7K | 0.01% | 330 |
|
|
2021
Q3 | $283K | Sell |
1,414
-10
| -0.7% | -$2K | 0.01% | 309 |
|
|
2021
Q2 | $273K | Hold |
1,424
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $278K | Hold |
1,424
| – | – | 0.01% | 309 |
|
|
2020
Q4 | $248K | Buy |
1,424
+10
| +0.7% | +$1.67K | 0.01% | 307 |
|
|
2020
Q3 | $211K | Hold |
1,414
| – | – | 0.01% | 307 |
|
|
2020
Q2 | $218K | Hold |
1,414
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $192K | Buy |
1,414
+500
| +55% | +$73.2K | 0.01% | 297 |
|
|
2019
Q4 | $127K | Sell |
914
-700
| -43% | -$98.9K | ﹤0.01% | 386 |
|
|
2019
Q3 | $221K | Sell |
1,614
-10
| -0.6% | -$1.42K | 0.01% | 316 |
|
|
2019
Q2 | $219K | Buy |
1,624
+10
| +0.6% | +$1.25K | 0.01% | 249 |
|
|
2019
Q1 | $190K | Hold |
1,614
| – | – | 0.01% | 257 |
|
|
2018
Q4 | $179K | Hold |
1,614
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $215K | Sell |
1,614
-47
| -3% | -$6.13K | 0.01% | 252 |
|
|
2018
Q2 | $222K | Buy |
1,661
+47
| +3% | +$6.87K | 0.01% | 246 |
|
|
2018
Q1 | $228K | Buy |
+1,614
| New | +$251K | 0.01% | 238 |
|
Other funds holding MCK
VCM
VPM
Bartlett & Co Wealth Management's MCK Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its McKesson (MCK) stake by 0.94% in Q1 2026, selling an estimated $82.1K and leaving 9,669 shares worth $7.81M. The position accounts for 0.1% of the portfolio, ranked #116.
Bartlett & Co Wealth Management first reported a position in MCK in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.02M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Bartlett & Co Wealth Management held 9,669 shares of McKesson worth $7.81M as of Q1 2026.
- Bartlett & Co Wealth Management sold 92 McKesson shares in Q1 2026, an estimated $82.1K.
- McKesson made up 0.1% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #116 holding.
- Bartlett & Co Wealth Management first reported a position in McKesson in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's McKesson position peaked at $8.02M in Q4 2025.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.