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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 $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.