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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
Q2 		– Sell
-19
Closed -$16.4K – 518
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
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

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

IAG Wealth Partners sold out of McKesson (MCK) in Q2 2026, closing a stake of 19 shares — an estimated $16.4K sold.

IAG Wealth Partners first reported a position in MCK in Q2 2024 and held it in 8 quarters. The position peaked at $16.4K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • IAG Wealth Partners reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 19 McKesson shares in Q2 2026, an estimated $16.4K.
  • IAG Wealth Partners first reported a position in McKesson in Q2 2024 and held it in 8 quarters.
  • IAG Wealth Partners's McKesson position peaked at $16.4K in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.