Blue Bell Private Wealth Management’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$405K Sell
536
-7
-1% -$5.55K 0.05% 216
2026
Q1
$470K Buy
+543
New +$485K 0.07% 174

Other funds holding MCK

Blue Bell Private Wealth Management's MCK Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its McKesson (MCK) stake by 1.3% in Q2 2026, selling an estimated $5.55K and leaving 536 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #216.

Blue Bell Private Wealth Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $470K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Blue Bell Private Wealth Management held 536 shares of McKesson worth $405K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 7 McKesson shares in Q2 2026, an estimated $5.55K.
  • McKesson made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Blue Bell Private Wealth Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • Blue Bell Private Wealth Management's McKesson position peaked at $470K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.