MWPCG
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Measured Wealth Private Client Group’s McKesson MCK Stock Holding History

Measured Wealth Private Client Group’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 		$253K Sell
335
-195
-37% -$155K 0.06% 173
2026
Q1 		$459K Sell
530
-43
-8% -$38.4K 0.13% 113
2025
Q4 		$470K Sell
573
-57
-9% -$46.5K 0.12% 104
2025
Q3 		$487K Sell
630
-16
-2% -$11.3K 0.13% 102
2025
Q2 		$473K Sell
646
-55
-8% -$38.8K 0.14% 104
2025
Q1 		$472K Buy
701
+37
+6% +$22.9K 0.15% 97
2024
Q4 		$378K Buy
664
+107
+19% +$59.9K 0.12% 110
2024
Q3 		$275K Sell
557
-56
-9% -$31.2K 0.09% 142
2024
Q2 		$358K Buy
613
+65
+12% +$36.2K 0.13% 129
2024
Q1 		$294K Buy
+548
New +$278K 0.1% 148
2023
Q1 		– Sell
-598
Closed -$224K – 180
2022
Q4 		$224K Sell
598
-457
-43% -$170K 0.09% 152
2022
Q3 		$359K Buy
1,055
+274
+35% +$95.1K 0.16% 83
2022
Q2 		$255K Buy
+781
New +$250K 0.11% 133
2018
Q4 		– Sell
-450
Closed -$60K – 447
2018
Q3 		$60K Buy
+450
New +$58.7K 0.04% 309

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

Measured Wealth Private Client Group's MCK Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its McKesson (MCK) stake by 37% in Q2 2026, selling an estimated $155K and leaving 335 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #173.

Measured Wealth Private Client Group first reported a position in MCK in Q3 2018 and has held it in 14 quarters since. The position peaked at $487K in Q3 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Measured Wealth Private Client Group held 335 shares of McKesson worth $253K as of Q2 2026.
  • Measured Wealth Private Client Group sold 195 McKesson shares in Q2 2026, an estimated $155K.
  • McKesson made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #173 holding.
  • Measured Wealth Private Client Group first reported a position in McKesson in Q3 2018 and has held it in 14 quarters since.
  • Measured Wealth Private Client Group's McKesson position peaked at $487K in Q3 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.