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Chicago Partners Investment Group’s McKesson MCK Stock Holding History

Chicago Partners Investment Group’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 		$1.64M Buy
1,984
+120
+6% +$95.1K 0.03% 436
2026
Q1 		$1.55M Buy
1,864
+639
+52% +$570K 0.03% 400
2025
Q4 		$1.01M Buy
1,225
+199
+19% +$162K 0.02% 473
2025
Q3 		$826K Sell
1,026
-43
-4% -$30.3K 0.02% 486
2025
Q2 		$763K Buy
1,069
+150
+16% +$106K 0.02% 461
2025
Q1 		$664K Sell
919
-343
-27% -$212K 0.02% 444
2024
Q4 		$745K Buy
1,262
+580
+85% +$325K 0.02% 408
2024
Q3 		$342K Buy
682
+99
+17% +$55.1K 0.01% 590
2024
Q2 		$355K Buy
583
+6
+1% +$3.34K 0.01% 549
2024
Q1 		$307K Buy
577
+6
+1% +$3.05K 0.01% 562
2023
Q4 		$277K Buy
571
+16
+3% +$7.28K 0.01% 562
2023
Q3 		$250K Buy
555
+5
+0.9% +$2.11K 0.01% 552
2023
Q2 		$227K Sell
550
-60
-10% -$23.1K 0.01% 598
2023
Q1 		$221K Buy
610
+2
+0.3% +$722 0.01% 589
2022
Q4 		$221K Buy
608
+7
+1% +$2.61K 0.01% 558
2022
Q3 		$238K Buy
+601
New +$209K 0.02% 487
2021
Q4 		– Sell
-1,198
Closed -$267K – 590
2021
Q3 		$267K Buy
+1,198
New +$239K 0.02% 469
2018
Q4 		– Sell
-1,634
Closed -$197K – 663
2018
Q3 		$197K Buy
1,634
+14
+0.9% +$1.83K 0.03% 307
2018
Q2 		$216K Buy
1,620
+60
+4% +$8.78K 0.03% 266
2018
Q1 		$220K Buy
+1,560
New +$243K 0.04% 240
2016
Q1 		– Sell
-305
Closed -$60K – 466
2015
Q4 		$60K Buy
+305
New +$57.6K 0.03% 271
2015
Q2 		– Sell
-41
Closed -$9K – 474
2015
Q1 		$9K Sell
41
-34
-45% -$7.54K ﹤0.01% 359
2014
Q4 		$16K Buy
+75
New +$15.2K 0.01% 313

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

Chicago Partners Investment Group's MCK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its McKesson (MCK) stake by 6.4% in Q2 2026, buying an estimated $95.1K and bringing the position to 1,984 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #436.

Chicago Partners Investment Group first reported a position in MCK in Q4 2014 and has held it in 23 quarters since. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Chicago Partners Investment Group held 1,984 shares of McKesson worth $1.64M as of Q2 2026.
  • Chicago Partners Investment Group bought 120 McKesson shares in Q2 2026, an estimated $95.1K.
  • McKesson made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #436 holding.
  • Chicago Partners Investment Group first reported a position in McKesson in Q4 2014 and has held it in 23 quarters since.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.