Quotient Wealth Partners’s McKesson MCK Stock Holding History

Quotient 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 Q1	$420K	Buy	485 +7	+1%	+$6.25K	0.01%	228
2025 Q4	$392K	Buy	478 +1	+0.2%	+$816	0.01%	239
2025 Q3	$369K	Buy	477 +9	+2%	+$6.34K	0.01%	243
2025 Q2	$343K	Buy	468 +65	+16%	+$45.9K	0.01%	248
2025 Q1	$271K	Buy	403 +35	+10%	+$21.6K	0.01%	270
2024 Q4	$210K	Buy	+368	New	+$206K	0.01%	314
2024 Q3	–	Sell	-360	Closed	-$210K	–	322
2024 Q2	$210K	Sell	360 -536	-60%	-$298K	0.01%	297
2024 Q1	$481K	Buy	896 +48	+6%	+$24.4K	0.02%	176
2023 Q4	$393K	Buy	+848	New	+$386K	0.02%	197

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Quotient Wealth Partners increased its McKesson (MCK) stake by 1.5% in Q1 2026, buying an estimated $6.25K and bringing the position to 485 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #228.

Quotient Wealth Partners first reported a position in MCK in Q4 2023 and has held it in 9 quarters since. The position peaked at $481K in Q1 2024. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Quotient Wealth Partners held 485 shares of McKesson worth $420K as of Q1 2026.
Quotient Wealth Partners bought 7 McKesson shares in Q1 2026, an estimated $6.25K.
McKesson made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #228 holding.
Quotient Wealth Partners first reported a position in McKesson in Q4 2023 and has held it in 9 quarters since.
Quotient Wealth Partners's McKesson position peaked at $481K in Q1 2024.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.