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Ponta Wealth Partners’s McKesson MCK Stock Holding History

Ponta 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 		$266K Buy
352
+52
+17% +$41.2K 0.14% 155
2026
Q1 		$260K Buy
300
+25
+9% +$22.3K 0.21% 104
2025
Q4 		$226K Buy
+275
New +$224K 0.21% 104

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

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

Ponta Wealth Partners increased its McKesson (MCK) stake by 17% in Q2 2026, buying an estimated $41.2K and bringing the position to 352 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #155.

Ponta Wealth Partners first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. 2,006 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ponta Wealth Partners held 352 shares of McKesson worth $266K as of Q2 2026.
  • Ponta Wealth Partners bought 52 McKesson shares in Q2 2026, an estimated $41.2K.
  • McKesson made up 0.14% of Ponta Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Ponta Wealth Partners first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • 2,006 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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