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Cedar Cove Wealth Partners’s McKesson MCK Stock Holding History

Cedar Cove 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 		– Sell
-265
Closed -$229K – 97
2026
Q1 		$229K Sell
265
-39
-13% -$34.8K 0.12% 84
2025
Q4 		$249K Buy
+304
New +$248K 0.13% 84

Other funds holding MCK

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Vanguard Capital Management
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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

Cedar Cove Wealth Partners's MCK Position: Q2 2026 in Review

Cedar Cove Wealth Partners sold out of McKesson (MCK) in Q2 2026, closing a stake of 265 shares — an estimated $229K sold.

Cedar Cove Wealth Partners first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cedar Cove Wealth Partners reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Cedar Cove Wealth Partners sold 265 McKesson shares in Q2 2026, an estimated $229K.
  • Cedar Cove Wealth Partners first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
  • Cedar Cove Wealth Partners's McKesson position peaked at $249K in Q4 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.