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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perfromance Wealth Partners's MCK Position: Q1 2026 in Review

Perfromance Wealth Partners increased its McKesson (MCK) stake by 6.9% in Q1 2026, buying an estimated $89.3K and bringing the position to 1,544 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #75.

Perfromance Wealth Partners first reported a position in MCK in Q2 2023 and has held it in 12 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Perfromance Wealth Partners held 1,544 shares of McKesson worth $1.34M as of Q1 2026.
  • Perfromance Wealth Partners bought 100 McKesson shares in Q1 2026, an estimated $89.3K.
  • McKesson made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • Perfromance Wealth Partners first reported a position in McKesson in Q2 2023 and has held it in 12 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.