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Perfromance Wealth Partners’s McKesson MCK Stock Holding History

Perfromance 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 		$1.09M Sell
1,441
-103
-7% -$81.7K 0.03% 92
2026
Q1 		$1.34M Buy
1,544
+100
+7% +$89.3K 0.04% 75
2025
Q4 		$1.18M Sell
1,444
-4
-0.3% -$3.26K 0.03% 72
2025
Q3 		$1.12M Hold
1,448
– – 0.03% 72
2025
Q2 		$1.06M Sell
1,448
-42
-3% -$29.6K 0.03% 69
2025
Q1 		$1M Sell
1,490
-73
-5% -$45.1K 0.04% 60
2024
Q4 		$891K Sell
1,563
-303
-16% -$170K 0.03% 69
2024
Q3 		$923K Sell
1,866
-225
-11% -$125K 0.03% 65
2024
Q2 		$1.22M Hold
2,091
– – 0.05% 52
2024
Q1 		$1.12M Buy
2,091
+16
+0.8% +$8.12K 0.05% 64
2023
Q4 		$961K Hold
2,075
– – 0.04% 75
2023
Q3 		$902K Sell
2,075
-188
-8% -$79.2K 0.04% 77
2023
Q2 		$948K Buy
+2,263
New +$870K 0.04% 83

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

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

Perfromance Wealth Partners reduced its McKesson (MCK) stake by 6.7% in Q2 2026, selling an estimated $81.7K and leaving 1,441 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #92.

Perfromance Wealth Partners first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Perfromance Wealth Partners held 1,441 shares of McKesson worth $1.09M as of Q2 2026.
  • Perfromance Wealth Partners sold 103 McKesson shares in Q2 2026, an estimated $81.7K.
  • McKesson made up 0.03% of Perfromance Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • Perfromance Wealth Partners first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
  • Perfromance Wealth Partners's McKesson position peaked at $1.34M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.