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Private Wealth Partners’s McKesson MCK Stock Holding History

Private 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 		$20.2M Sell
26,763
-3,535
-12% -$2.8M 1.44% 19
2026
Q1 		$26.2M Sell
30,298
-253
-0.8% -$226K 2.02% 17
2025
Q4 		$25.1M Sell
30,551
-1,290
-4% -$1.05M 1.78% 17
2025
Q3 		$24.6M Sell
31,841
-318
-1% -$224K 1.75% 17
2025
Q2 		$23.6M Sell
32,159
-3,098
-9% -$2.19M 1.84% 16
2025
Q1 		$23.7M Sell
35,257
-775
-2% -$479K 1.96% 15
2024
Q4 		$20.5M Sell
36,032
-170
-0.5% -$95.2K 1.57% 19
2024
Q3 		$17.9M Sell
36,202
-13,257
-27% -$7.38M 1.43% 23
2024
Q2 		$28.9M Sell
49,459
-150
-0.3% -$83.5K 2.14% 15
2024
Q1 		$26.6M Sell
49,609
-2,370
-5% -$1.2M 2.13% 16
2023
Q4 		$24.1M Sell
51,979
-141
-0.3% -$64.1K 2.03% 18
2023
Q3 		$22.7M Sell
52,120
-1,395
-3% -$588K 2.17% 16
2023
Q2 		$22.9M Sell
53,515
-615
-1% -$236K 2.1% 15
2023
Q1 		$19.3M Sell
54,130
-450
-0.8% -$163K 1.92% 19
2022
Q4 		$20.5M Sell
54,580
-2,087
-4% -$778K 2.34% 15
2022
Q3 		$19.3M Sell
56,667
-565
-1% -$196K 2.46% 14
2022
Q2 		$18.7M Sell
57,232
-7,536
-12% -$2.41M 2.17% 17
2022
Q1 		$19.8M Sell
64,768
-3,920
-6% -$1.07M 1.78% 18
2021
Q4 		$17.1M Sell
68,688
-2,782
-4% -$611K 1.44% 22
2021
Q3 		$14.3M Sell
71,470
-1,505
-2% -$301K 1.32% 25
2021
Q2 		$14M Sell
72,975
-2,955
-4% -$571K 1.29% 27
2021
Q1 		$14.8M Buy
75,930
+63,375
+505% +$11.6M 1.57% 20
2020
Q4 		$2.18M Buy
+12,555
New +$2.09M 0.24% 58

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

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

Private Wealth Partners reduced its McKesson (MCK) stake by 12% in Q2 2026, selling an estimated $2.8M and leaving 26,763 shares worth $20.2M. The position accounts for 1.44% of the portfolio, ranked #19.

Private Wealth Partners first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.9M in Q2 2024. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Private Wealth Partners held 26,763 shares of McKesson worth $20.2M as of Q2 2026.
  • Private Wealth Partners sold 3,535 McKesson shares in Q2 2026, an estimated $2.8M.
  • McKesson made up 1.44% of Private Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Private Wealth Partners first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • Private Wealth Partners's McKesson position peaked at $28.9M in Q2 2024.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.