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BOK Financial Private Wealth’s McKesson MCK Stock Holding History

BOK Financial Private 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 		$180K Hold
208
– – 0.01% 179
2025
Q4 		$171K Hold
208
– – 0.01% 192
2025
Q3 		$161K Hold
208
– – 0.01% 184
2025
Q2 		$153K Sell
208
-28
-12% -$19.8K 0.01% 185
2025
Q1 		$159K Sell
236
-8
-3% -$4.95K 0.01% 185
2024
Q4 		$139K Buy
244
+3
+1% +$1.68K 0.01% 187
2024
Q3 		$119K Sell
241
-9
-4% -$5.01K 0.01% 199
2024
Q2 		$146K Hold
250
– – 0.01% 184
2024
Q1 		$134K Hold
250
– – 0.01% 191
2023
Q4 		$116K Hold
250
– – 0.01% 192
2023
Q3 		$109K Hold
250
– – 0.01% 182
2023
Q2 		$107K Sell
250
-4
-2% -$1.54K 0.01% 188
2023
Q1 		$90.6K Buy
254
+4
+2% +$1.45K 0.01% 205
2022
Q4 		$93.9K Hold
250
– – 0.01% 200
2022
Q3 		$85K Hold
250
– – 0.01% 211
2022
Q2 		$82K Sell
250
-1,442
-85% -$461K 0.01% 217
2022
Q1 		$518K Buy
1,692
+65
+4% +$17.7K 0.04% 170
2021
Q4 		$404K Buy
1,627
+80
+5% +$17.6K 0.03% 191
2021
Q3 		$308K Buy
1,547
+92
+6% +$18.4K 0.02% 188
2021
Q2 		$278K Buy
1,455
+111
+8% +$21.4K 0.02% 183
2021
Q1 		$262K Buy
1,344
+24
+2% +$4.38K 0.02% 165
2020
Q4 		$230K Buy
+1,320
New +$220K 0.02% 166
2018
Q1 		– Sell
-1,286
Closed -$201K – 119
2017
Q4 		$201K Sell
1,286
-145
-10% -$21.5K 0.03% 120
2017
Q3 		$220K Hold
1,431
– – 0.04% 117
2017
Q2 		$235K Sell
1,431
-165
-10% -$25K 0.03% 120
2017
Q1 		$237K Sell
1,596
-110
-6% -$16.1K 0.03% 124
2016
Q4 		$240K Sell
1,706
-56
-3% -$8.24K 0.04% 124
2016
Q3 		$294K Buy
1,762
+188
+12% +$35K 0.04% 110
2016
Q2 		$294K Buy
+1,574
New +$276K 0.05% 102

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

BOK Financial Private Wealth's MCK Position: Q1 2026 in Review

BOK Financial Private Wealth held its McKesson (MCK) position steady in Q1 2026 at 208 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #179.

BOK Financial Private Wealth first reported a position in MCK in Q2 2016 and has held it in 29 quarters since. The position peaked at $518K in Q1 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • BOK Financial Private Wealth held 208 shares of McKesson worth $180K as of Q1 2026.
  • BOK Financial Private Wealth left its McKesson share count unchanged in Q1 2026.
  • McKesson made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #179 holding.
  • BOK Financial Private Wealth first reported a position in McKesson in Q2 2016 and has held it in 29 quarters since.
  • BOK Financial Private Wealth's McKesson position peaked at $518K in Q1 2022.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.