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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
2025
Q3 		– Sell
-2,000
Closed -$5.32K – 179
2025
Q2 		$5.32K Buy
+2,000
New +$1.41M ﹤0.01% 166

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

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

Private Wealth Partners reduced its McKesson (MCK) stake by 0.83% in Q1 2026, selling an estimated $226K and leaving 30,298 shares worth $26.2M. The position accounts for 2.02% of the portfolio, ranked #17.

Private Wealth Partners first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. The position peaked at $28.9M in Q2 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Private Wealth Partners held 30,298 shares of McKesson worth $26.2M as of Q1 2026.
  • Private Wealth Partners sold 253 McKesson shares in Q1 2026, an estimated $226K.
  • McKesson made up 2.02% of Private Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Private Wealth Partners first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • Private Wealth Partners's McKesson position peaked at $28.9M in Q2 2024.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.