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BlueStem Wealth Partners’s McKesson MCK Stock Holding History

BlueStem Wealth 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 		$230K Sell
304
-24
-7% -$19K 0.02% 116
2026
Q1 		$284K Buy
328
+27
+9% +$24.1K 0.03% 105
2025
Q4 		$247K Buy
301
+26
+9% +$21.2K 0.03% 111
2025
Q3 		$212K Buy
+275
New +$194K 0.02% 120

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

BlueStem Wealth Partners's MCK Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its McKesson (MCK) stake by 7.3% in Q2 2026, selling an estimated $19K and leaving 304 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #116.

BlueStem Wealth Partners first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $284K in Q1 2026. 2,015 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • BlueStem Wealth Partners held 304 shares of McKesson worth $230K as of Q2 2026.
  • BlueStem Wealth Partners sold 24 McKesson shares in Q2 2026, an estimated $19K.
  • McKesson made up 0.02% of BlueStem Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • BlueStem Wealth Partners first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • BlueStem Wealth Partners's McKesson position peaked at $284K in Q1 2026.
  • 2,015 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.