Holistic Financial Partners’s McKesson MCK Stock Holding History

Holistic Financial 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	$249K	Sell	329 -65	-16%	-$51.5K	0.15%	94
2026 Q1	$341K	Buy	394 +30	+8%	+$26.8K	0.13%	79
2025 Q4	$299K	Buy	364 +5	+1%	+$4.08K	0.11%	97
2025 Q3	$277K	Hold	359	–	–	0.11%	105
2025 Q2	$263K	Buy	359 +2	+0.6%	+$1.41K	0.12%	101
2025 Q1	$240K	Buy	357 +1	+0.3%	+$618	0.12%	100
2024 Q4	$203K	Buy	+356	New	+$199K	0.1%	113
2018 Q2	–	Sell	-134	Closed	-$19K	–	230
2018 Q1	$19K	Buy	134 +73	+120%	+$11.4K	0.02%	277
2017 Q4	$10K	Buy	+61	New	+$9.04K	0.01%	329

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Holistic Financial Partners's MCK Position: Q2 2026 in Review

Holistic Financial Partners reduced its McKesson (MCK) stake by 16% in Q2 2026, selling an estimated $51.5K and leaving 329 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #94.

Holistic Financial Partners first reported a position in MCK in Q4 2017 and has held it in 9 quarters since. The position peaked at $341K in Q1 2026. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Holistic Financial Partners held 329 shares of McKesson worth $249K as of Q2 2026.
Holistic Financial Partners sold 65 McKesson shares in Q2 2026, an estimated $51.5K.
McKesson made up 0.15% of Holistic Financial Partners's portfolio in Q2 2026, its #94 holding.
Holistic Financial Partners first reported a position in McKesson in Q4 2017 and has held it in 9 quarters since.
Holistic Financial Partners's McKesson position peaked at $341K in Q1 2026.
1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.