Root Financial Partners
MCK icon

Root Financial Partners’s McKesson MCK Stock Holding History

Root Financial 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
Q3 		$207K Buy
+242
New +$208K 0.01% 432
2026
Q2 		– Sell
-280
Closed -$242K – 2032
2026
Q1 		$242K Buy
280
+61
+28% +$54.4K 0.01% 293
2025
Q4 		$180K Sell
219
-36
-14% -$29.4K 0.01% 321
2025
Q3 		$197K Buy
+255
New +$180K 0.01% 282

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's MCK Position: Q3 2026 in Review

Root Financial Partners opened a new position in McKesson (MCK) in Q3 2026: 242 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MCK as recently as Q1 2026.

Root Financial Partners first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q1 2026. 1,803 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Root Financial Partners held 242 shares of McKesson worth $207K as of Q3 2026.
  • McKesson was a new Root Financial Partners position in Q3 2026.
  • McKesson made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #432 holding.
  • Root Financial Partners first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's McKesson position peaked at $242K in Q1 2026.
  • 1,803 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.