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Bay Harbor Wealth Management’s McKesson MCK Stock Holding History

Bay Harbor Wealth Management’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 		$108K Buy
143
+4
+3% +$3.17K 0.02% 106
2026
Q1 		$120K Sell
139
-19
-12% -$17K 0.03% 74
2025
Q4 		$130K Sell
158
-4
-2% -$3.26K 0.03% 70
2025
Q3 		$125K Buy
162
+20
+14% +$14.1K 0.03% 74
2025
Q2 		$104K Sell
142
-43
-23% -$30.3K 0.03% 80
2025
Q1 		$125K Sell
185
-9
-5% -$5.56K 0.04% 59
2024
Q4 		$111K Buy
194
+5
+3% +$2.8K 0.04% 63
2024
Q3 		$93.6K Sell
189
-8
-4% -$4.46K 0.03% 67
2024
Q2 		$115K Buy
197
+1
+0.5% +$557 0.04% 57
2024
Q1 		$105K Sell
196
-29
-13% -$14.7K 0.04% 60
2023
Q4 		$104K Buy
225
+6
+3% +$2.73K 0.04% 56
2023
Q3 		$95.4K Buy
219
+3
+1% +$1.26K 0.04% 52
2023
Q2 		$92.4K Sell
216
-16
-7% -$6.15K 0.04% 49
2023
Q1 		$82.7K Hold
232
– – 0.04% 58
2022
Q4 		$87K Hold
232
– – 0.04% 58
2022
Q3 		$79K Buy
+232
New +$80.5K 0.04% 56
2021
Q1 		– Sell
-15
Closed -$3K – 345
2020
Q4 		$3K Buy
+15
New +$2.5K ﹤0.01% 320

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

Bay Harbor Wealth Management's MCK Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its McKesson (MCK) stake by 2.9% in Q2 2026, buying an estimated $3.17K and bringing the position to 143 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #106.

Bay Harbor Wealth Management first reported a position in MCK in Q4 2020 and has held it in 17 quarters since. The position peaked at $130K in Q4 2025. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Bay Harbor Wealth Management held 143 shares of McKesson worth $108K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 McKesson shares in Q2 2026, an estimated $3.17K.
  • McKesson made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Bay Harbor Wealth Management first reported a position in McKesson in Q4 2020 and has held it in 17 quarters since.
  • Bay Harbor Wealth Management's McKesson position peaked at $130K in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.