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Lake Street Private Wealth’s McKesson MCK Stock Holding History

Lake Street Private 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
Q2 		– Sell
-243
Closed -$210K – 280
2026
Q1 		$210K Sell
243
-8
-3% -$7.14K 0.03% 252
2025
Q4 		$206K Buy
+251
New +$205K 0.03% 268
2024
Q3 		– Sell
-378
Closed -$221K – 294
2024
Q2 		$221K Hold
378
– – 0.03% 297
2024
Q1 		$203K Buy
+378
New +$192K 0.03% 304

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

Lake Street Private Wealth's MCK Position: Q2 2026 in Review

Lake Street Private Wealth sold out of McKesson (MCK) in Q2 2026, closing a stake of 243 shares — an estimated $210K sold.

Lake Street Private Wealth first reported a position in MCK in Q1 2024 and held it in 4 quarters. The position peaked at $221K in Q2 2024. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Lake Street Private Wealth reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 243 McKesson shares in Q2 2026, an estimated $210K.
  • Lake Street Private Wealth first reported a position in McKesson in Q1 2024 and held it in 4 quarters.
  • Lake Street Private Wealth's McKesson position peaked at $221K in Q2 2024.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.