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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
Q2 		$350K Sell
463
-22
-5% -$17.4K 0.01% 274
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
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

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

Quotient Wealth Partners reduced its McKesson (MCK) stake by 4.5% in Q2 2026, selling an estimated $17.4K and leaving 463 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #274.

Quotient Wealth Partners first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $481K in Q1 2024. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Quotient Wealth Partners held 463 shares of McKesson worth $350K as of Q2 2026.
  • Quotient Wealth Partners sold 22 McKesson shares in Q2 2026, an estimated $17.4K.
  • McKesson made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • Quotient Wealth Partners first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's McKesson position peaked at $481K in Q1 2024.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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