IAG Wealth Partners’s McKesson MCK Stock Holding History

IAG 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 Q1	$16.4K	Buy	19 +11	+138%	+$9.82K	﹤0.01%	325
2025 Q4	$6.89K	Hold	8	–	–	﹤0.01%	389
2025 Q3	$6.49K	Hold	8	–	–	﹤0.01%	414
2025 Q2	$6.16K	Sell	8 -16	-67%	-$11.3K	﹤0.01%	385
2025 Q1	$16.2K	Hold	24	–	–	﹤0.01%	290
2024 Q4	$13.7K	Hold	24	–	–	﹤0.01%	309
2024 Q3	$11.9K	Hold	24	–	–	﹤0.01%	325
2024 Q2	$14K	Buy	+24	New	+$13.4K	﹤0.01%	300

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's MCK Position: Q1 2026 in Review

IAG Wealth Partners increased its McKesson (MCK) stake by 138% in Q1 2026, buying an estimated $9.82K and bringing the position to 19 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

IAG Wealth Partners first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

IAG Wealth Partners held 19 shares of McKesson worth $16.4K as of Q1 2026.
IAG Wealth Partners bought 11 McKesson shares in Q1 2026, an estimated $9.82K.
McKesson made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #325 holding.
IAG Wealth Partners first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.