Impact Partnership Wealth’s McKesson MCK Stock Holding History

Impact Partnership Wealth’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	$968K	Buy	+1,119	New	+$999K	0.12%	122
2025 Q4	–	Sell	-1,624	Closed	-$1.25M	–	409
2025 Q3	$1.25M	Buy	1,624 +521	+47%	+$367K	0.19%	75
2025 Q2	$808K	Buy	+1,103	New	+$778K	0.15%	62
2024 Q2	–	Sell	-554	Closed	-$298K	–	492
2024 Q1	$298K	Buy	554 +1	+0.2%	+$508	0.12%	124
2023 Q4	$256K	Sell	553 -270	-33%	-$123K	0.09%	139
2023 Q3	$358K	Buy	823 +12	+1%	+$5.06K	0.11%	102
2023 Q2	$347K	Buy	+811	New	+$312K	0.12%	116

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

Impact Partnership Wealth's MCK Position: Q1 2026 in Review

Impact Partnership Wealth opened a new position in McKesson (MCK) in Q1 2026: 1,119 shares worth $968K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in MCK as recently as Q3 2025.

Impact Partnership Wealth first reported a position in MCK in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Impact Partnership Wealth held 1,119 shares of McKesson worth $968K as of Q1 2026.
McKesson was a new Impact Partnership Wealth position in Q1 2026.
McKesson made up 0.12% of Impact Partnership Wealth's portfolio in Q1 2026, its #122 holding.
Impact Partnership Wealth first reported a position in McKesson in Q2 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's McKesson position peaked at $1.25M in Q3 2025.
2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.