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Cyndeo Wealth Partners’s McKesson MCK Stock Holding History

Cyndeo 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 		$685K Sell
907
-17
-2% -$13.5K 0.03% 306
2026
Q1 		$800K Sell
924
-30
-3% -$26.8K 0.04% 255
2025
Q4 		$783K Hold
954
– – 0.04% 268
2025
Q3 		$737K Buy
954
+13
+1% +$9.15K 0.04% 270
2025
Q2 		$690K Sell
941
-10
-1% -$7.06K 0.04% 270
2025
Q1 		$640K Sell
951
-1
-0.1% -$618 0.04% 267
2024
Q4 		$543K Sell
952
-2
-0.2% -$1.12K 0.04% 283
2024
Q3 		$472K Buy
954
+587
+160% +$327K 0.03% 304
2024
Q2 		$214K Sell
367
-31
-8% -$17.3K 0.02% 375
2024
Q1 		$214K Sell
398
-4,017
-91% -$2.04M 0.02% 368
2023
Q4 		$2.04M Sell
4,415
-12
-0.3% -$5.46K 0.19% 136
2023
Q3 		$1.92M Sell
4,427
-292
-6% -$123K 0.2% 128
2023
Q2 		$2.02M Sell
4,719
-515
-10% -$198K 0.21% 118
2023
Q1 		$1.86M Sell
5,234
-731
-12% -$264K 0.2% 133
2022
Q4 		$2.24M Buy
+5,965
New +$2.22M 0.26% 117

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

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

Cyndeo Wealth Partners reduced its McKesson (MCK) stake by 1.8% in Q2 2026, selling an estimated $13.5K and leaving 907 shares worth $685K. The position accounts for 0.03% of the portfolio, ranked #306.

Cyndeo Wealth Partners first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q4 2022. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cyndeo Wealth Partners held 907 shares of McKesson worth $685K as of Q2 2026.
  • Cyndeo Wealth Partners sold 17 McKesson shares in Q2 2026, an estimated $13.5K.
  • McKesson made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #306 holding.
  • Cyndeo Wealth Partners first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's McKesson position peaked at $2.24M in Q4 2022.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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