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ORG Wealth Partners’s McKesson MCK Stock Holding History

ORG 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 		$50.6K Sell
67
-222
-77% -$176K 0.01% 348
2026
Q1 		$250K Buy
289
+73
+34% +$65.2K 0.05% 197
2025
Q4 		$177K Buy
+216
New +$176K 0.04% 218
2024
Q4 		– Sell
-80
Closed -$39.6K – 525
2024
Q3 		$39.6K Buy
+80
New +$44.5K 0.01% 263

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

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

ORG Wealth Partners reduced its McKesson (MCK) stake by 77% in Q2 2026, selling an estimated $176K and leaving 67 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #348.

ORG Wealth Partners first reported a position in MCK in Q3 2024 and has held it in 4 quarters since. The position peaked at $250K in Q1 2026. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • ORG Wealth Partners held 67 shares of McKesson worth $50.6K as of Q2 2026.
  • ORG Wealth Partners sold 222 McKesson shares in Q2 2026, an estimated $176K.
  • McKesson made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #348 holding.
  • ORG Wealth Partners first reported a position in McKesson in Q3 2024 and has held it in 4 quarters since.
  • ORG Wealth Partners's McKesson position peaked at $250K in Q1 2026.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.