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Birchwood Financial Partners’s McKesson MCK Stock Holding History

Birchwood Financial Partners’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 		$30.2K Hold
40
– – 0.02% 213
2026
Q1 		$34.6K Hold
40
– – 0.03% 200
2025
Q4 		$32.8K Buy
+40
New +$32.6K 0.03% 205

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

Birchwood Financial Partners's MCK Position: Q2 2026 in Review

Birchwood Financial Partners held its McKesson (MCK) position steady in Q2 2026 at 40 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #213.

Birchwood Financial Partners first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.6K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Birchwood Financial Partners held 40 shares of McKesson worth $30.2K as of Q2 2026.
  • Birchwood Financial Partners left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #213 holding.
  • Birchwood Financial Partners first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's McKesson position peaked at $34.6K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.