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Integrated Wealth Concepts’s McKesson MCK Stock Holding History

Integrated Wealth Concepts’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 		$5.22M Buy
6,914
+11
+0.2% +$8.72K 0.03% 461
2026
Q1 		$5.97M Buy
6,903
+2,392
+53% +$2.13M 0.05% 369
2025
Q4 		$3.7M Sell
4,511
-399
-8% -$326K 0.04% 366
2025
Q3 		$3.79M Sell
4,910
-252
-5% -$177K 0.03% 455
2025
Q2 		$3.78M Sell
5,162
-161
-3% -$114K 0.04% 408
2025
Q1 		$3.58M Buy
5,323
+1,131
+27% +$699K 0.04% 399
2024
Q4 		$2.39M Buy
4,192
+135
+3% +$75.6K 0.03% 501
2024
Q3 		$2.01M Buy
4,057
+81
+2% +$45.1K 0.02% 549
2024
Q2 		$2.32M Sell
3,976
-792
-17% -$441K 0.03% 466
2024
Q1 		$2.56M Sell
4,768
-585
-11% -$297K 0.04% 434
2023
Q4 		$2.48M Buy
5,353
+33
+0.6% +$15K 0.04% 406
2023
Q3 		$2.31M Buy
5,320
+13
+0.2% +$5.48K 0.04% 404
2023
Q2 		$2.27M Buy
5,307
+1,901
+56% +$731K 0.04% 417
2023
Q1 		$1.21M Buy
3,406
+767
+29% +$277K 0.03% 549
2022
Q4 		$990K Sell
2,639
-57
-2% -$21.3K 0.03% 475
2022
Q3 		$916K Buy
2,696
+6
+0.2% +$2.08K 0.03% 445
2022
Q2 		$877K Buy
2,690
+100
+4% +$32K 0.03% 454
2022
Q1 		$793K Buy
2,590
+230
+10% +$62.5K 0.02% 453
2021
Q4 		$587K Sell
2,360
-10
-0.4% -$2.19K 0.02% 579
2021
Q3 		$473K Buy
2,370
+147
+7% +$29.4K 0.02% 595
2021
Q2 		$425K Buy
2,223
+72
+3% +$13.9K 0.02% 564
2021
Q1 		$420K Buy
+2,151
New +$393K 0.02% 515

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

Integrated Wealth Concepts's MCK Position: Q2 2026 in Review

Integrated Wealth Concepts increased its McKesson (MCK) stake by 0.16% in Q2 2026, buying an estimated $8.72K and bringing the position to 6,914 shares worth $5.22M. The position accounts for 0.03% of the portfolio, ranked #461.

Integrated Wealth Concepts first reported a position in MCK in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.97M in Q1 2026. 2,017 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Integrated Wealth Concepts held 6,914 shares of McKesson worth $5.22M as of Q2 2026.
  • Integrated Wealth Concepts bought 11 McKesson shares in Q2 2026, an estimated $8.72K.
  • McKesson made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #461 holding.
  • Integrated Wealth Concepts first reported a position in McKesson in Q1 2021 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's McKesson position peaked at $5.97M in Q1 2026.
  • 2,017 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.