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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
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 $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

BlueStem Wealth Partners's MCK Position: Q1 2026 in Review

BlueStem Wealth Partners increased its McKesson (MCK) stake by 9% in Q1 2026, buying an estimated $24.1K and bringing the position to 328 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #105.

BlueStem Wealth Partners first reported a position in MCK in Q3 2025 and has held it in 3 quarters since. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • BlueStem Wealth Partners held 328 shares of McKesson worth $284K as of Q1 2026.
  • BlueStem Wealth Partners bought 27 McKesson shares in Q1 2026, an estimated $24.1K.
  • McKesson made up 0.03% of BlueStem Wealth Partners's portfolio in Q1 2026, its #105 holding.
  • BlueStem Wealth Partners first reported a position in McKesson in Q3 2025 and has held it in 3 quarters since.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.