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Institute for Wealth Management’s McKesson MCK Stock Holding History

Institute for Wealth Management’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 		$905K Sell
1,197
-8
-0.7% -$6.34K 0.08% 217
2026
Q1 		$1.04M Hold
1,205
– – 0.11% 190
2025
Q4 		$989K Sell
1,205
-6
-0.5% -$4.9K 0.1% 193
2025
Q3 		$936K Hold
1,211
– – 0.1% 210
2025
Q2 		$888K Hold
1,211
– – 0.1% 214
2025
Q1 		$815K Sell
1,211
-5
-0.4% -$3.09K 0.1% 221
2024
Q4 		$693K Hold
1,216
– – 0.09% 233
2024
Q3 		$601K Hold
1,216
– – 0.08% 262
2024
Q2 		$710K Sell
1,216
-6
-0.5% -$3.34K 0.1% 218
2024
Q1 		$656K Buy
1,222
+139
+13% +$70.6K 0.08% 234
2023
Q4 		$502K Hold
1,083
– – 0.08% 267
2023
Q3 		$471K Sell
1,083
-3
-0.3% -$1.26K 0.08% 270
2023
Q2 		$464K Sell
1,086
-17
-2% -$6.53K 0.08% 279
2023
Q1 		$393K Hold
1,103
– – 0.08% 300
2022
Q4 		$414K Hold
1,103
– – 0.09% 293
2022
Q3 		$375K Buy
1,103
+17
+2% +$5.9K 0.08% 293
2022
Q2 		$354K Hold
1,086
– – 0.07% 351
2022
Q1 		$333K Hold
1,086
– – 0.05% 397
2021
Q4 		$270K Hold
1,086
– – 0.04% 403
2021
Q3 		$217K Hold
1,086
– – 0.04% 450
2021
Q2 		$208K Hold
1,086
– – 0.04% 454
2021
Q1 		$212K Buy
+1,086
New +$198K 0.04% 435
2019
Q3 		– Sell
-2,413
Closed -$324K – 454
2019
Q2 		$324K Sell
2,413
-147
-6% -$18.3K 0.07% 334
2019
Q1 		$300K Buy
2,560
+342
+15% +$42.2K 0.07% 334
2018
Q4 		$245K Buy
+2,218
New +$277K 0.1% 219
2018
Q1 		– Sell
-2,099
Closed -$327K – 345
2017
Q4 		$327K Buy
+2,099
New +$311K 0.08% 291
2017
Q3 		– Sell
-1,986
Closed -$327K – 334
2017
Q2 		$327K Buy
+1,986
New +$301K 0.09% 296

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

Institute for Wealth Management's MCK Position: Q2 2026 in Review

Institute for Wealth Management reduced its McKesson (MCK) stake by 0.66% in Q2 2026, selling an estimated $6.34K and leaving 1,197 shares worth $905K. The position accounts for 0.08% of the portfolio, ranked #217.

Institute for Wealth Management first reported a position in MCK in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.04M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Institute for Wealth Management held 1,197 shares of McKesson worth $905K as of Q2 2026.
  • Institute for Wealth Management sold 8 McKesson shares in Q2 2026, an estimated $6.34K.
  • McKesson made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Institute for Wealth Management first reported a position in McKesson in Q2 2017 and has held it in 27 quarters since.
  • Institute for Wealth Management's McKesson position peaked at $1.04M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.