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Basepoint Wealth’s McKesson MCK Stock Holding History

Basepoint Wealth’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 		$780K Sell
1,032
-9
-0.9% -$7.14K 0.45% 44
2026
Q1 		$901K Sell
1,041
-3
-0.3% -$2.68K 0.52% 29
2025
Q4 		$857K Sell
1,044
-65
-6% -$53K 0.52% 26
2025
Q3 		$856K Buy
1,109
+1
+0.1% +$704 0.61% 26
2025
Q2 		$812K Hold
1,108
– – 0.63% 30
2025
Q1 		$746K Sell
1,108
-100
-8% -$61.8K 0.58% 31
2024
Q4 		$688K Sell
1,208
-8
-0.7% -$4.48K 0.55% 40
2024
Q3 		$601K Buy
1,216
+10
+0.8% +$5.57K 0.44% 56
2024
Q2 		$705K Buy
1,206
+1
+0.1% +$557 0.56% 45
2024
Q1 		$647K Buy
1,205
+219
+22% +$111K 0.49% 49
2023
Q4 		$456K Buy
986
+35
+4% +$15.9K 0.37% 68
2023
Q3 		$413K Buy
951
+23
+2% +$9.69K 0.34% 68
2023
Q2 		$397K Buy
928
+1
+0.1% +$384 0.33% 69
2023
Q1 		$330K Sell
927
-15
-2% -$5.42K 0.28% 72
2022
Q4 		$353K Buy
942
+1
+0.1% +$373 0.31% 67
2022
Q3 		$320K Sell
941
-30
-3% -$10.4K 0.34% 64
2022
Q2 		$317K Sell
971
-35
-3% -$11.2K 0.33% 61
2022
Q1 		$308K Buy
1,006
+1
+0.1% +$272 0.28% 59
2021
Q4 		$250K Buy
+1,005
New +$221K 0.24% 65

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

Basepoint Wealth's MCK Position: Q2 2026 in Review

Basepoint Wealth reduced its McKesson (MCK) stake by 0.86% in Q2 2026, selling an estimated $7.14K and leaving 1,032 shares worth $780K. The position accounts for 0.45% of the portfolio, ranked #44.

Basepoint Wealth first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $901K in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Basepoint Wealth held 1,032 shares of McKesson worth $780K as of Q2 2026.
  • Basepoint Wealth sold 9 McKesson shares in Q2 2026, an estimated $7.14K.
  • McKesson made up 0.45% of Basepoint Wealth's portfolio in Q2 2026, its #44 holding.
  • Basepoint Wealth first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's McKesson position peaked at $901K in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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