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Flatrock Wealth Partners’s McKesson MCK Stock Holding History

Flatrock 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 		– Sell
-237
Closed -$205K – 182
2026
Q1 		$205K Sell
237
-31
-12% -$27.7K 0.09% 157
2025
Q4 		$220K Buy
+268
New +$219K 0.11% 149

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

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

Flatrock Wealth Partners sold out of McKesson (MCK) in Q2 2026, closing a stake of 237 shares — an estimated $205K sold.

Flatrock Wealth Partners first reported a position in MCK in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Flatrock Wealth Partners reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Flatrock Wealth Partners sold 237 McKesson shares in Q2 2026, an estimated $205K.
  • Flatrock Wealth Partners first reported a position in McKesson in Q4 2025 and held it in 2 quarters.
  • Flatrock Wealth Partners's McKesson position peaked at $220K in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.