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Concord Wealth Partners’s McKesson MCK Stock Holding History

Concord 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 		$150K Sell
198
-3,466
-95% -$2.75M 0.02% 249
2026
Q1 		$3.17M Sell
3,664
-188
-5% -$168K 0.41% 61
2025
Q4 		$3.16M Buy
3,852
+112
+3% +$91.4K 0.41% 57
2025
Q3 		$2.89M Buy
3,740
+171
+5% +$120K 0.4% 54
2025
Q2 		$2.62M Sell
3,569
-1,450
-29% -$1.02M 0.38% 63
2025
Q1 		$3.38M Buy
5,019
+4,872
+3,314% +$3.01M 0.55% 42
2024
Q4 		$84K Sell
147
-1
-0.7% -$560 0.01% 269
2024
Q3 		$73.3K Buy
148
+9
+6% +$5.01K 0.01% 287
2024
Q2 		$81.3K Sell
139
-20
-13% -$11.1K 0.01% 257
2024
Q1 		$85.5K Buy
159
+13
+9% +$6.6K 0.02% 284
2023
Q4 		$67.6K Sell
146
-44
-23% -$20K 0.01% 317
2023
Q3 		$82.6K Sell
190
-163
-46% -$68.7K 0.02% 307
2023
Q2 		$151K Buy
353
+70
+25% +$26.9K 0.03% 223
2023
Q1 		$101K Sell
283
-20
-7% -$7.22K 0.03% 248
2022
Q4 		$114K Buy
+303
New +$113K 0.03% 229
2022
Q3 		– Sell
-550
Closed -$179K – 723
2022
Q2 		$179K Sell
550
-9
-2% -$2.88K 0.05% 170
2022
Q1 		$171K Sell
559
-4
-0.7% -$1.09K 0.04% 202
2021
Q4 		$140K Buy
563
+109
+24% +$23.9K 0.03% 250
2021
Q3 		$91K Sell
454
-107
-19% -$21.4K 0.04% 150
2021
Q2 		$107K Sell
561
-82
-13% -$15.8K 0.03% 225
2021
Q1 		$125K Sell
643
-183
-22% -$33.4K 0.04% 181
2020
Q4 		$144K Buy
+826
New +$138K 0.11% 100

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

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

Concord Wealth Partners reduced its McKesson (MCK) stake by 95% in Q2 2026, selling an estimated $2.75M and leaving 198 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #249.

Concord Wealth Partners first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.38M in Q1 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Concord Wealth Partners held 198 shares of McKesson worth $150K as of Q2 2026.
  • Concord Wealth Partners sold 3,466 McKesson shares in Q2 2026, an estimated $2.75M.
  • McKesson made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Concord Wealth Partners first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's McKesson position peaked at $3.38M in Q1 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.