LMG Wealth Partners’s McKesson MCK Stock Holding History

LMG Wealth Partners’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	$521K	Hold	689	–	–	0.08%	121
2026 Q1	$596K	Hold	689	–	–	0.11%	109
2025 Q4	$565K	Hold	689	–	–	0.11%	109
2025 Q3	$532K	Hold	689	–	–	0.1%	110
2025 Q2	$505K	Hold	689	–	–	0.1%	100
2025 Q1	$464K	Hold	689	–	–	0.1%	98
2024 Q4	$393K	Hold	689	–	–	0.09%	101
2024 Q3	$341K	Hold	689	–	–	0.08%	99
2024 Q2	$402K	Hold	689	–	–	0.1%	94
2024 Q1	$370K	Hold	689	–	–	0.09%	100
2023 Q4	$319K	Hold	689	–	–	0.09%	85
2023 Q3	$300K	Hold	689	–	–	0.09%	86
2023 Q2	$294K	Hold	689	–	–	0.09%	91
2023 Q1	$245K	Hold	689	–	–	0.08%	97
2022 Q4	$264K	Buy	+689	New	+$257K	0.09%	92

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LMG Wealth Partners's MCK Position: Q2 2026 in Review

LMG Wealth Partners held its McKesson (MCK) position steady in Q2 2026 at 689 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #121.

LMG Wealth Partners first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $596K in Q1 2026. 1,717 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

LMG Wealth Partners held 689 shares of McKesson worth $521K as of Q2 2026.
LMG Wealth Partners left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.08% of LMG Wealth Partners's portfolio in Q2 2026, its #121 holding.
LMG Wealth Partners first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
LMG Wealth Partners's McKesson position peaked at $596K in Q1 2026.
1,717 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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