Corient Private Wealth
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Corient Private Wealth’s McKesson MCK Stock Holding History

Corient 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 		$34.8M Sell
41,029
-231,739
-85% -$207M 0.05% 296
2025
Q4 		$216M Buy
272,768
+104,921
+63% +$85.6M 0.15% 145
2025
Q3 		$130M Sell
167,847
-4,094
-2% -$2.88M 0.2% 105
2025
Q2 		$126M Sell
171,941
-8,777
-5% -$6.19M 0.17% 121
2025
Q1 		$122M Sell
180,718
-7,007
-4% -$4.33M 0.2% 116
2024
Q4 		$106M Sell
187,725
-5,939
-3% -$3.33M 0.18% 125
2024
Q3 		$95.8M Sell
193,664
-56,717
-23% -$31.6M 0.15% 145
2024
Q2 		$146M Sell
250,381
-1,295
-0.5% -$721K 0.25% 85
2024
Q1 		$134M Buy
251,676
+2,739
+1% +$1.39M 0.24% 96
2023
Q4 		$115M Buy
248,937
+155,231
+166% +$70.6M 0.21% 112
2023
Q3 		$40.7M Sell
93,706
-11,786
-11% -$4.97M 0.09% 230
2023
Q2 		$45.1M Buy
105,492
+1,491
+1% +$573K 0.1% 207
2023
Q1 		$37M Buy
104,001
+19,397
+23% +$7.01M 0.1% 199
2022
Q4 		$31.7M Buy
+84,604
New +$31.6M 0.12% 195

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

Corient Private Wealth's MCK Position: Q1 2026 in Review

Corient Private Wealth reduced its McKesson (MCK) stake by 85% in Q1 2026, selling an estimated $207M and leaving 41,029 shares worth $34.8M. The position accounts for 0.05% of the portfolio, ranked #296.

Corient Private Wealth first reported a position in MCK in Q4 2022 and has held it in 14 quarters since. The position peaked at $216M in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Corient Private Wealth held 41,029 shares of McKesson worth $34.8M as of Q1 2026.
  • Corient Private Wealth sold 231,739 McKesson shares in Q1 2026, an estimated $207M.
  • McKesson made up 0.05% of Corient Private Wealth's portfolio in Q1 2026, its #296 holding.
  • Corient Private Wealth first reported a position in McKesson in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's McKesson position peaked at $216M in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.