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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIP Wealth's MCK Position: Q1 2026 in Review

BIP Wealth reduced its McKesson (MCK) stake by 7.3% in Q1 2026, selling an estimated $159K and leaving 2,247 shares worth $1.94M. The position accounts for 0.08% of the portfolio, ranked #135.

BIP Wealth first reported a position in MCK in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.67M in Q1 2023. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • BIP Wealth held 2,247 shares of McKesson worth $1.94M as of Q1 2026.
  • BIP Wealth sold 178 McKesson shares in Q1 2026, an estimated $159K.
  • McKesson made up 0.08% of BIP Wealth's portfolio in Q1 2026, its #135 holding.
  • BIP Wealth first reported a position in McKesson in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's McKesson position peaked at $2.67M in Q1 2023.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.