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Beverly Hills Private Wealth’s McKesson MCK Stock Holding History

Beverly Hills Private 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 		$1.42M Buy
1,877
+433
+30% +$343K 0.27% 86
2026
Q1 		$1.25M Sell
1,444
-187
-11% -$167K 0.21% 116
2025
Q4 		$1.34M Buy
1,631
+48
+3% +$39.2K 0.23% 110
2025
Q3 		$1.22M Buy
1,583
+32
+2% +$22.5K 0.22% 114
2025
Q2 		$1.14M Sell
1,551
-1,294
-45% -$913K 0.21% 118
2025
Q1 		$1.91M Buy
2,845
+194
+7% +$120K 0.38% 75
2024
Q4 		$1.51M Buy
2,651
+199
+8% +$111K 0.31% 89
2024
Q3 		$1.21M Buy
2,452
+861
+54% +$479K 0.25% 110
2024
Q2 		$929K Buy
1,591
+516
+48% +$287K 0.2% 122
2024
Q1 		$577K Buy
1,075
+531
+98% +$270K 0.13% 166
2023
Q4 		$252K Buy
+544
New +$247K 0.07% 283

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

Beverly Hills Private Wealth's MCK Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its McKesson (MCK) stake by 30% in Q2 2026, buying an estimated $343K and bringing the position to 1,877 shares worth $1.42M. The position accounts for 0.27% of the portfolio, ranked #86.

Beverly Hills Private Wealth first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Beverly Hills Private Wealth held 1,877 shares of McKesson worth $1.42M as of Q2 2026.
  • Beverly Hills Private Wealth bought 433 McKesson shares in Q2 2026, an estimated $343K.
  • McKesson made up 0.27% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #86 holding.
  • Beverly Hills Private Wealth first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Beverly Hills Private Wealth's McKesson position peaked at $1.91M in Q1 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.