Premier Path Wealth Partners
MCK icon

Premier Path Wealth Partners’s McKesson MCK Stock Holding History

Premier Path 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
Q3 		$669K Buy
783
+63
+9% +$54.2K 0.08% 217
2026
Q2 		$544K Sell
720
-34
-5% -$27K 0.06% 257
2026
Q1 		$653K Buy
754
+119
+19% +$106K 0.09% 217
2025
Q4 		$521K Buy
635
+143
+29% +$117K 0.07% 248
2025
Q3 		$380K Buy
492
+17
+4% +$12K 0.05% 299
2025
Q2 		$348K Buy
475
+32
+7% +$22.6K 0.05% 299
2025
Q1 		$298K Sell
443
-9
-2% -$5.56K 0.05% 305
2024
Q4 		$258K Sell
452
-21
-4% -$11.8K 0.04% 327
2024
Q3 		$234K Sell
473
-15
-3% -$8.35K 0.04% 336
2024
Q2 		$285K Buy
488
+39
+9% +$21.7K 0.05% 302
2024
Q1 		$241K Sell
449
-27
-6% -$13.7K 0.05% 304
2023
Q4 		$220K Buy
+476
New +$216K 0.05% 308

Other funds holding MCK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Premier Path Wealth Partners's MCK Position: Q3 2026 in Review

Premier Path Wealth Partners increased its McKesson (MCK) stake by 8.8% in Q3 2026, buying an estimated $54.2K and bringing the position to 783 shares worth $669K. The position accounts for 0.08% of the portfolio, ranked #217.

Premier Path Wealth Partners first reported a position in MCK in Q4 2023 and has held it in 12 quarters since. 1,663 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Premier Path Wealth Partners held 783 shares of McKesson worth $669K as of Q3 2026.
  • Premier Path Wealth Partners bought 63 McKesson shares in Q3 2026, an estimated $54.2K.
  • McKesson made up 0.08% of Premier Path Wealth Partners's portfolio in Q3 2026, its #217 holding.
  • Premier Path Wealth Partners first reported a position in McKesson in Q4 2023 and has held it in 12 quarters since.
  • 1,663 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.