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Elevation Wealth Partners’s McKesson MCK Stock Holding History

Elevation 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 		$7.56K Buy
10
+1
+11% +$793 ﹤0.01% 902
2026
Q1 		$7.79K Buy
9
+3
+50% +$2.68K ﹤0.01% 582
2025
Q4 		$4.92K Buy
+6
New +$4.9K ﹤0.01% 634
2025
Q1 		– Sell
-90
Closed -$51.4K – 508
2024
Q4 		$51.4K Hold
90
– – 0.02% 227
2024
Q3 		$44.5K Sell
90
-9
-9% -$5.01K 0.02% 230
2024
Q2 		$57.8K Buy
99
+9
+10% +$5.01K 0.03% 203
2024
Q1 		$48.3K Buy
+90
New +$45.7K 0.02% 220

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

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

Elevation Wealth Partners increased its McKesson (MCK) stake by 11% in Q2 2026, buying an estimated $793 and bringing the position to 10 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Elevation Wealth Partners first reported a position in MCK in Q1 2024 and has held it in 7 quarters since. The position peaked at $57.8K in Q2 2024. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Elevation Wealth Partners held 10 shares of McKesson worth $7.56K as of Q2 2026.
  • Elevation Wealth Partners bought 1 McKesson share in Q2 2026, an estimated $793.
  • McKesson made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #902 holding.
  • Elevation Wealth Partners first reported a position in McKesson in Q1 2024 and has held it in 7 quarters since.
  • Elevation Wealth Partners's McKesson position peaked at $57.8K in Q2 2024.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.