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Confluence Wealth Services’s McKesson MCK Stock Holding History

Confluence Wealth Services’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 		$2.38M Buy
3,145
+89
+3% +$70.6K 0.07% 130
2026
Q1 		$2.64M Sell
3,056
-86
-3% -$76.8K 0.1% 89
2025
Q4 		$2.58M Buy
3,142
+47
+2% +$38.4K 0.11% 93
2025
Q3 		$2.39M Hold
3,095
– – 0.12% 88
2025
Q2 		$2.27M Sell
3,095
-39
-1% -$27.5K 0.12% 86
2025
Q1 		$2.17M Hold
3,134
– – 0.14% 81
2024
Q4 		$1.87M Sell
3,134
-155
-5% -$86.8K 0.12% 88
2024
Q3 		$1.63M Sell
3,289
-15
-0.5% -$8.35K 0.12% 91
2024
Q2 		$1.93M Buy
3,304
+338
+11% +$188K 0.15% 78
2024
Q1 		$1.59M Sell
2,966
-6
-0.2% -$3.05K 0.14% 84
2023
Q4 		$1.38M Hold
2,972
– – 0.15% 85
2023
Q3 		$1.29M Buy
2,972
+7
+0.2% +$2.95K 0.26% 72
2023
Q2 		$1.27M Sell
2,965
-10
-0.3% -$3.84K 0.27% 72
2023
Q1 		$1.06M Hold
2,975
– – 0.25% 82
2022
Q4 		$1.12M Hold
2,975
– – 0.29% 69
2022
Q3 		$1.01M Sell
2,975
-73
-2% -$25.3K 0.43% 63
2022
Q2 		$1.09M Buy
3,048
+59
+2% +$18.9K 0.48% 71
2022
Q1 		$915K Sell
2,989
-3
-0.1% -$816 0.33% 87
2021
Q4 		$743K Buy
+2,992
New +$657K 0.24% 103

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

Confluence Wealth Services's MCK Position: Q2 2026 in Review

Confluence Wealth Services increased its McKesson (MCK) stake by 2.9% in Q2 2026, buying an estimated $70.6K and bringing the position to 3,145 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #130.

Confluence Wealth Services first reported a position in MCK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Confluence Wealth Services held 3,145 shares of McKesson worth $2.38M as of Q2 2026.
  • Confluence Wealth Services bought 89 McKesson shares in Q2 2026, an estimated $70.6K.
  • McKesson made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #130 holding.
  • Confluence Wealth Services first reported a position in McKesson in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's McKesson position peaked at $2.64M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.