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BIP Wealth’s McKesson MCK Stock Holding History

BIP 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 		$1.75M Buy
2,314
+67
+3% +$53.1K 0.05% 193
2026
Q1 		$1.94M Sell
2,247
-178
-7% -$159K 0.08% 135
2025
Q4 		$1.99M Sell
2,425
-236
-9% -$193K 0.07% 145
2025
Q3 		$2.06M Buy
2,661
+41
+2% +$28.9K 0.1% 89
2025
Q2 		$1.92M Sell
2,620
-144
-5% -$102K 0.12% 69
2025
Q1 		$1.86M Sell
2,764
-224
-7% -$138K 0.12% 72
2024
Q4 		$1.7M Sell
2,988
-134
-4% -$75K 0.11% 72
2024
Q3 		$1.54M Buy
3,122
+531
+20% +$296K 0.11% 71
2024
Q2 		$1.51M Sell
2,591
-174
-6% -$96.9K 0.12% 63
2024
Q1 		$1.48M Sell
2,765
-274
-9% -$139K 0.11% 68
2023
Q4 		$1.41M Buy
3,039
+1,264
+71% +$575K 0.11% 70
2023
Q3 		$772K Sell
1,775
-80
-4% -$33.7K 0.07% 84
2023
Q2 		$793K Sell
1,855
-5,657
-75% -$2.17M 0.06% 85
2023
Q1 		$2.67M Buy
+7,512
New +$2.71M 0.29% 51

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

BIP Wealth's MCK Position: Q2 2026 in Review

BIP Wealth increased its McKesson (MCK) stake by 3% in Q2 2026, buying an estimated $53.1K and bringing the position to 2,314 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #193.

BIP Wealth first reported a position in MCK in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.67M in Q1 2023. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • BIP Wealth held 2,314 shares of McKesson worth $1.75M as of Q2 2026.
  • BIP Wealth bought 67 McKesson shares in Q2 2026, an estimated $53.1K.
  • McKesson made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #193 holding.
  • BIP Wealth first reported a position in McKesson in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's McKesson position peaked at $2.67M in Q1 2023.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.