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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's MCK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its McKesson (MCK) stake by 53% in Q1 2026, buying an estimated $2.13M and bringing the position to 6,903 shares worth $5.97M. The position accounts for 0.05% of the portfolio, ranked #369.

Integrated Wealth Concepts first reported a position in MCK in Q1 2021 and has held it in 21 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Integrated Wealth Concepts held 6,903 shares of McKesson worth $5.97M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,392 McKesson shares in Q1 2026, an estimated $2.13M.
  • McKesson made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #369 holding.
  • Integrated Wealth Concepts first reported a position in McKesson in Q1 2021 and has held it in 21 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.